2026 Dominion Securities, Summer Intern (4 months)
Description
Job Description What will you do? Coordinate and prepare meetings for Advisors with their clients/prospects. Provide proactive client service with a focus on problem resolution and attention to detail. Liaise with various departments for execution, where necessary. Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.). Assist the Advisor team with client onboarding and maintenance of existing client accounts. Ensure accurate and timely updates of…
Skills
AI
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