Drive client success as a Private Client Service Associate in Vancouver. Benefit from a hybrid work model while focusing on exceptional service in wealth management.
In this pivotal role, you will work with a dedicated team to provide exemplary service to high-net-worth clients. Your responsibilities include managing tasks for Investment Professionals and fostering strong client relationships. With your client-focused approach, you will ensure effective onboarding and assist with complex financial inquiries.
Key Responsibilities:
• Support wealth management services for clients
• Address and resolve client requests in a timely manner
• Maintain expert knowledge of investment practices
• Prepare for and manage scheduling of client meetings
• Oversee client onboarding and track non-financial change requests
Requirements:
• Undergraduate or financial services designation preferred
• 3 years of relevant experience required
• Strong regulatory knowledge in f...