Private Client Service Associate

• Support Investment Professional(s) in providing first-class wealth management services to our clients
• Effectively manage client requests and timely resolutions liaising with internal teams when required
• Maintain expert knowledge on firms offerings and investment practice assisting with complex inquiries
• Manage the schedule of client meetings and prepare client meeting materials
• Quarterback the client onboarding process and establish a foundation for a positive client experience
• Oversee client requests for non-financial changes managing the process from start to finish
• Execute transactional requests and coordinate cash settlements as needed
• Provide administrative support and back up as required
• Actively engage in ongoing learning and development to continuously improve skills and knowledge

• An undergraduate degree or a related financial services designation is an asset
• Minimum 5 years of related or transferable work experience
• Excellent communication skills in English
• Strong administrative background and in-depth knowledge of the regulatory requirements of the financial industry
• Proven accountability initiative and success working on a large book of business
• The ability to work in a dynamic and fast paced environment requiring strong organization time management and prioritization skills
• Experience working independently as well as in partnership with other team members

Required Experience:

IC