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Client Service Specialist - Paraplanner
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Full-time
- We are currently seeking a skilled and team oriented individual to join our practice as a Client Service Specialist (Paraplanner).
- Job Summary - Financial Planning Assistant (Paraplanner)
- A successful Client Service Specialist (Paraplanner) is someone who enjoys bringing a smile to clients faces through positive interactions, organization, excellent follow-up and follow-through, and enjoys supporting and working in a fast-paced team environment.
- Follow up with clients to check in, maintain and develop the client relationship and follow up regarding Advisor recommendations to client.
- Process client transactions on Thompson ONE Brokerage Platform.
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