Join Wellington-Altus in Vancouver as a Senior Associate focused on delivering high-touch client experiences for high-net-worth individuals. Engage in complex client service tasks while supporting a agile advisory team.
In this critical role, you will report to the Senior Wealth Advisor & Senior Portfolio Manager. Your responsibilities include managing intricate administrative tasks, executing client transactions, and ensuring seamless support for high-net-worth clients. You will leverage your industry knowledge and technology skills to contribute effectively to the advisory practice.
Key Responsibilities:
• Deliver exceptional service to high-net-worth clients
• Anticipate client needs and coordinate solutions
• Support Advisors by preparing meeting materials




• Act as a liaison between clients and internal teams
• Provide accurate account information and updates
Requirements:
• Bachelor’s degree or equivalent experience
• Minimum 5 years in wealth management or financial services
• Experience with trusts, estates, and multi-generational families
• Relevant industry licensing or certifications preferred
• Proficiency in MS Office and Salesforce
Utilize your expertise in client service and operational excellence to enhance experiences for high-net-worth clients at Wellington-Altus in Vancouver.
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📌 Client Experience Senior Associate Vancouver
🏢 Wellington-Altus Private Wealth
📍 Vancouver