Become a key player in client success as a Client Experience Associate at Harbourfront Wealth. Deliver top-notch administrative support to Client Portfolio Managers and create exemplary client experiences.Harbourfront Wealth and Cumberland Private Wealth are looking for a Client Experience Associate to enhance client management. Your responsibilities will include ensuring accurate account setups, preparing for client meetings, and producing high-quality reports.



Engage in team collaboration for business development initiatives while providing assistance with events and reception duties.Key Responsibilities:- Respond effectively to client and advisor inquiries- Facilitate recent account openings and annual maintenance- Organize and schedule client meetings efficiently- Ensure that reporting meets quality standards and deadlines- Contribute to events and improve internal processesRequirements:- Bachelor’s degree or related field experience preferred- Minimum 5 years in client support roles- Financial planning experience is advantageous- CIRO registration or working towards it required- Competence in Microsoft Office applicationsBring your exceptional service and problem-solving skills to enrich client interactions at Harbourfront Wealth.#J-18808-Ljbffr

📌 Client Support Associate - Cibc Wood Gundy (Winnipeg)
🏢 CBI Health
📍 Winnipeg