Become a Private Client Associate with Prime Quadrant, delivering top-tier client service in the wealth management sector. Your organizational and detail-oriented approach will thrive here. This role is designed for individuals committed to enhancing client experiences while assisting Senior Consultants.

You will handle client inquiries, prepare essential meeting materials, and engage in firmwide initiatives. Flexibility and robust multi-tasking abilities are crucial in this collaborative environment, as you work closely with affluent families to manage their financial needs. Key Responsibilities:
Coordinate materials for client meetings responsively
Support inquiries from clients and third-party vendors
Ensure effective scheduling of client meetings
Resolve client issues with proper urgency Requirements:
Bachelor’s degree in finance, business, or related area
Experience in corporate finance settings
Robust ability in Microsoft Office tools
Exemplary English communication skills
Dedication to pursuing Exempt Market Proficiency Exam Bring your passion for service and keen attention to detail to Prime Quadrant, where you will empower families and enhance their financial futures.

📌 Investment Support Associate At Prime Quadrant Toronto
🏢 Prime Quadrant
📍 Toronto