Advance your career as a Wealth Management Associate with Vancity Investment Management in Metro Vancouver. This temporary, full-time role demands a commitment to client satisfaction and relationship building.In this on-site position, you will support Portfolio Managers and ensure smooth operations while engaging with members. Your focus on providing a high-quality experience will help clients navigate their financial journeys and request resolutions.Key Responsibilities:- Support onboarding and service for clients promptly- Respond to inquiries and requests via phone and email- Collaborate with administrative staff for client documentation- Input client data relevant to financial and estate planning- Keep accurate CRM records and maintain client filesRequirements:- Relevant post-secondary degree in finance or business- 1-3 years in financial services or client administration- Skill in supporting financial professionals in regulated settings- Strong client care and organizational skills- Familiarity with compliance regulations in the finance industryYour member-focused and cooperative spirit will drive Vancity's success in wealth management.#J-18808-Ljbffr