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 processes Requirements:
- 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 applications Bring your exceptional service and problem-solving skills to enrich client interactions at Harbourfront Wealth.

📌 Client Support Associate at Harbourfront Wealth (Vancouver)
🏢 Harbourfront Wealth Management
📍 Vancouver