Overview
Wealth Management Client Associate Jobs in Toronto, Canada at Wellington-Altus Financial Inc.
Become an integral Wealth Management Client Associate. Support Senior Wealth Advisors with exceptional client service, transaction processing, and compliance in a thriving office environment.
This role, reporting to a Senior Portfolio Manager, requires relationship-building and effective communication with high-net-worth clients. You will assist in addressing inquiries, processing transactions, and ensuring compliance with regulatory standards. Your expertise in various investment products will enhance client experiences and support compliance initiatives.
Key Responsibilities:
• Build strong client relationships through proactive support
• Generate reports and address client inquiries swiftly
• Maintain accurate client documentation and records
• Process various client transactions efficiently
• Assist in preparing for client meetings and events
Requirements:
• Bachelor’s degree in related field or equivalent experience
• 2-3 years in financial services with client-facing roles
• 3+ years in customer service or similar environments
• Registered with CIRO or meet registration requirements
• Proficiency in MS Office and familiarity with Salesforce
Elevate client experiences by leveraging product knowledge and compliance expertise effectively.
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Title: Wealth Management Client Associate
Company: Wellington-Altus Financial Inc.
Location: Toronto, Canada
Category:
