Join Wellington-Altus Financial Inc. as a Client Service Associate in Vancouver. This role emphasizes client management, administrative efficiency, and collaboration with a talented wealth advisory team.
As part of the Osachoff Wealth Advisory Group, you will support licensed specialists and assist in managing client relationships effectively. The ideal candidate will excel in communication and be proactive in addressing client needs while fulfilling administrative duties. Your contributions will ensure seamless operations and high-level service within the team.
Key Responsibilities:
• Assist with managing client interactions and scheduling appointments
• Act as a liaison between clients and investment professionals
• Prepare reports and maintain accurate client files




• Execute various administrative tasks, including document preparation
• Stay informed about compliance and company policies
Requirements:
• Bachelor’s degree in business, finance, or related field
• 5+ years’ experience in the financial services industry
• 2+ years in a client-facing role
• Relevant securities industry licensing or willingness to obtain
• Solid proficiency with MS Office and experience with CRM tools
Bring your customer service expertise and organizational skills to Wellington-Altus's energetic team.
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📌 Client Service Associate In Vancouver
🏢 Wellington-Altus
📍 Vancouver