Private Client Services Associate – Wealth Management

Private Client Services Associate – Wealth Management

Requirements

• University or College degree or equivalent relevant financial services experience
• 2-6 years of financial services experiences (e.g. in the mutual fund, banking, wealth management, or securities industry)
• Canadian Securities Course preferred (CSC)
• Bilingual (English / French); ability to speak French preferred
• Strong interpersonal, verbal, and written communication skills
• Ability to work independently and within a team environment
• Strong multi-tasker who can respond rapidly and effectively to requests
• Positive and proactive approach with the ability to maintain confidentiality
• Ability to work in our Calgary, Alberta office or our Toronto office two to three days per week (hybrid work schedule)

Responsibilities

• Assist with a variety of tasks, including requests for proposals, account opening, coordinating client meetings, proactive service activities, preparing meeting material, responding to client inquiries, process documents and correspondence
• Manage and respond to requests from clients, working with internal partners to ensure client’s expectations are met and responses are handled professionally and efficiently
• Support a team, including the Associate Portfolio Managers and Portfolio Managers with a variety of daily tasks, special initiatives and projects
• Provide insights to the distribution team to improve the client experience and develop process efficiencies
• Responsibilities include account set-up, fee and performance reporting, trade submissions, coordinate/track compliance and audit requirements
• Coordinate sales meetings, preparing presentations and sales materials

Preferred Qualifications

• Canadian Securities Course preferred (CSC)
• Bilingual (English / French); ability to speak French preferred