The Associate will work with Portfolio Managers in support of high-net-worth clientele within the Beutel Goodman Private Client Group (PCG). The Associate will be a key client contact on administrative matters and will be responsible for providing timely and high-quality service. Key ResponsibilitiesOnboard new accounts and ensure that all mandatory documentation is organized and completeMaintain ongoing client documentation to comply with regulatory requirements and internal compliance proceduresMaintain account-related information in the CRM databaseAssist in the trading and settlement process for client accounts Respond to inquiries from clients, custodians and coworkers in a timely and professional mannerAssist in production of periodic (monthly / quarterly) and ad hoc client reports, presentations and projectsPerform related duties as assignedSupport the team with a variety of daily tasks, special initiatives and projects.Resolve reconciliation issues that arise from cash balances and asset positions with custodial records RequirementsBachelor’s degree in accounting, finance, or related area of studyAt least two years of administrative and / or client service experience within the financial industryExperience with different types of investment accountsExcellent verbal and written communication skillsCompletion of CSC or IFIC course strongly preferredProficiency with Microsoft Excel, PowerPoint and OutlookKnowledge of SS&C Pacer program, preferredHigh data input accuracy and exceptional attention to detailAbility to prioritize tasks and work well under pressure to meet tight deadlinesStrong personal initiative combined with excellent analytical and problem-solving skillsTeam player with a positive attitudePersonal trading experience preferredAbility to maintain confidentialityKeen interest in financial marketsThis posting is for a current vacancy on our Private Clients team. If you require any accommodations during the recruitment process, please email us at hr@beutelgoodman.com. A member of our HR team will reach out to you.