Client Consultant Trainee

This trainee program offers foundational experience in the financial services industry, preparing you for a Client Consultant role. You will provide administrative and operational support to the Client Consultant team while studying for required industry licenses. The program is designed to develop the knowledge and skills needed to transition into a Client Consultant position.

• Provide administrative and operational support to Client Consultant team
• Maintain accurate client and case records
• Assist with client onboarding and application processing
• Study for and obtain required industry licenses
• Observe and shadow Client Consultants
• Bachelor's Degree or equivalent experience required

• Must be authorized to work without sponsorship.