Join a prestigious investment manager in Vancouver as a Private Client Service Associate, helping affluent clients achieve their financial aspirations. Collaborate with Investment Professionals to provide top-notch service and resolve client inquiries.

This role combines client-focused interaction with administrative responsibilities in a hybrid work environment. Through effective communication and solid problem-solving skills, you will facilitate client meetings and ensure a positive onboarding experience. Your knowledge of financial products will be essential to support complex client needs.

Key Responsibilities:



• Assist Investment Professionals in delivering wealth management • Handle client requests and ensure prompt resolutions • Cultivate expert knowledge on investment offerings • Manage the preparation of client meeting logistics • Supervise the client onboarding process

Requirements: • Undergraduate degree or financial services designation • At least 5 years of related work experience • Familiarity with financial regulatory requirements • Strong analytical and research skills • Demonstrated success managing a large client base

Enhance your career in the financial sector by providing exemplary service in Vancouver. #J-18808-Ljbffr

📌 Vancouver Private Client Service Associate (Winnipeg)
🏢 Connor, Clark & Lunn Private Capital
📍 Winnipeg