Talent.com
Hunter Mercantile
Client Services AssociateHunter Mercantile • Regina, Division No. 6, CA
Client Services Associate

Client Services Associate

Hunter Mercantile • Regina, Division No. 6, CA
30+ days ago
Job type
  • Full-time
Job description

The Company:

A successful Regina investment management firm is seeking a dedicated Client Service Associate to support our growing team. You will be responsible for ensuring exceptional client engagement and providing critical operational support to the Senior Investment Advisor and their sophisticated High Net Worth clients.

Here is what the opportunity offers you:

  • A place to work where you are not a “number” but an integral part of a great wealth management company and where your ideas count.
  • A relaxed yet professional work culture built on mutual respect and support that prioritizes your career development in wealth management
  • A competitive compensation package that includes salary, bonus, benefits, and educational support towards industry courses.

The Impact You Will Have:

In this role, you will be crucial to both client satisfaction and the operational success of the investment book. Your responsibilities will include:

  • Client Relationship Management: Serve as the primary point of contact for clients, delivering exceptional, personalized day-to-day service to ensure a consistently positive and premium client experience.
  • Portfolio Support: Actively assist the Senior Investment Advisor in the efficient management and oversight of the total investment book of business.
  • Meeting Preparation & Participation: Own the organization and preparation of all client meeting materials, including detailed portfolio reviews and new account proposals. You will also attend client meetings as required to support the Advisor.
  • Trade Execution: Accurately execute trades and process all client-initiated buy/sell orders promptly.
  • Account Lifecycle Management: Manage the end-to-end lifecycle of all client accounts, ensuring regulatory compliance and smooth operation from opening to maintenance.

What You Bring to the Team:

  • Experience: A minimum of 5 years of experience successfully operating as a Client Service Associate within an IIROC/CIRO regulated environment.
  • Licensing: Must possess an active Investment Representative (IR) or Registered Representative (RR) license.
  • Technical Expertise: A strong, comprehensive understanding of securities, registered savings plans (e.g., RRSP, TFSA), and industry compliance requirements.
  • Interpersonal Skills: Exceptional communication and people skills, with a proven ability to build trust and rapport with high-net-worth clients.
  • Systems Knowledge: Strong working proficiency in MS Office Suite. Knowledge of industry-specific tools such as Dataphile and DocuSign is a valuable asset.

Interested and qualified parties are invited to contact:

Hunter Mercantile

david@huntermercantile.com

www.huntermercantile.com

Hunter Mercantile is a corporate search firm recognized throughout North America as a boutique for placement in wealth management.

#J-18808-Ljbffr
Create a job alert for this search

Client Services Associate • Regina, Division No. 6, CA

Similar jobs

Wealth Management Client Services Specialist

Hunter MercantileRegina, Division No. 6, CA
Full-time

A reputable investment management firm in Regina is looking for a dedicated Client Service Associate.This role is key in delivering exceptional client engagement and operational support.You'll mana... Show more

 • Promoted

Client Services Regulatory Solutions Analyst

AutismservicesRegina, Division No. 6, CA
Full-time

Provide essential support as a Regulatory Solutions Analyst at the Saskatchewan Liquor and Gaming Authority.This on-site role emphasizes troubleshooting and collaborative problem-solving across dep... Show more

 • Promoted

Deliver Food with Uber - Flexible Gig

Uber eatsCraven, SK, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

TD Canada Trust: Expérience Client Associé

TD BankRegina, Division No. 6, CA
Part-time

Passez à un nouveau niveau d'interaction client en tant qu'Associé en Expérience Client chez TD Canada Trust à Regina.Implémentez des solutions adaptées tout en traitant des transactions financière... Show more

 • Promoted

Deliver with Uber Eats

Uber eatsWilcox, SK, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

Deliver with Uber - Flexible Gig

Uber eatsWilcox, SK, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

Deliver with Uber - Sign Up and Start Earning

Uber eatsMilestone, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

Deliver with Uber on your schedule

Uber eatsMilestone, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

Senior Director, Legal Services & General Counsel

Information Services Corporation ISCregina, division no. 6, Canada
Full-time

Senior Director, Legal Services & General Counsel.Senior Director, Legal Services & General Counsel.Information Services Corporation ISC.We are an industry‑leading employer with a global presence, ... Show more

 • Promoted

Remote Sales Associate - Empathetic Client Solutions

AO Globe LifeRegina, Division No. 6, CA
Remote
Full-time

A financial protection organization is seeking skilled communicators for a remote role.This position combines client-focused service with sales opportunities, driving meaningful impact while advanc... Show more

 • Promoted

Delivery Driver - Flexible Schedule

Uber eatsMilestone, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

Deliver Eats with Uber Eats

Uber eatsWilcox, SK, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

Customer Service Associate - Flexible Shifts

SaversRegina, Division No. 6, CA
Full-time +1

Join our mission to inspire reuse as a Customer Service Associate.Deliver exceptional service and create memorable moments for customers and donors while enjoying flexible full-time or part-time sh... Show more

 • Promoted

Client Relationship Manager-Indirect Business Financing

ScotiabankRegina, Division No. 6, CA
Full-time

Client Relationship Manager-Indirect Business Financing.Join the Global Community of Scotiabankers to help customers become financially better off.Scotiabank is a premier financial institution and ... Show more

 • Promoted

Alternatives To Cash Jobs - Deliver with Uber

Uber eatsWilcox, SK, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

Full-Time Focus Group Participant ($75- $150 per 1 hour session)

ApexFocusGroupRegina
Full-time +1

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No Customer Service Representative Agent experience needed.... Show more

 • Promoted

Registry Services Client Support Specialist

Information Services Corporation ISCRegina, Division No. 6, CA
Full-time

A leading registry services provider is seeking a Customer Service Center Representative in Canada to support registry services.The role involves providing instructions to clients, reviewing regist... Show more

 • Promoted

Remote Mortgage Advisor | High Earnings & Client Focus

ScotiabankRegina, Division No. 6, CA
Remote
Full-time

A leading bank in the Americas is seeking a results-driven Home Financing Advisor in Regina.This mobile role offers the chance to leverage banking expertise to build strong client relationships and... Show more