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 energetic 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.

📌 Client Experience Senior Associate Vancouver
🏢 Wellington-Altus Private Wealth
📍 Vancouver