Become a key player at Wellington-Altus in Vancouver as a Senior Associate focused on providing exemplary client services to high-net-worth clientele. Engage in both client-facing and back-office tasks in this rewarding position.

This role entails working closely with Advisors while executing complex administrative duties and ensuring a positive client experience. You will leverage your expertise in wealth management to facilitate seamless interactions and service excellence for high-net-worth individuals and families.

Key Responsibilities:
• Offer personalized service to high-net-worth families
• Anticipate and meet client needs proactively
• Support Advisors with client meeting preparation




• Act as an essential communication bridge for service delivery
• Document and manage account transactions accurately

Requirements:
• Degree in business, finance, or related area
• At least 5 years in wealth management
• Robust background in account management systems
• Relevant licenses or certifications in progress
• Proficient in Salesforce and Microsoft Office tools

Leverage your skills in client service and operations at Wellington-Altus to enhance relationships with high-net-worth clients in Vancouver.
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📌 Senior Associate, Client Services in Vancouver (British Columbia)
🏢 Wellington-Altus Private Wealth
📍 British Columbia