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