About this role
Advisor Success - Associate, Account Management at Purposefin. Location: Toronto, Ontario, Canada. Role: onboarding accounts, reviewing documentation, supporting advisors Requirements: 2+ years client servicing/operations experience, strong client service, communication and analytical skills, ability to prioritize in a fast-paced environment; CSC, Zendesk and Excel experience are assets. Category: Customer Service Seniority: Entry Level Tools: Zendesk, Microsoft Excel Commitment: Full Time Workplace: Hybrid Languages: English