Senior Client Service and Planning Associate
Winnipeg, MBTemps plein
EF
Entrust Financial Services
3+ ansCandidates at Entrust Financial Services need at least three years of financial services experience, five preferred, with working knowledge of investments and account administration. Strong organization, communication, Microsoft Office and CRM skills are required, and AI tool experience is valued.
Conquest, Act! CRM, Microsoft Office, ChatGPT, Continuum, AdvisorStream