Become a Private Client Service Associate at a leading investment manager in Vancouver, specializing in high-net-worth client service. Provide exemplary support to clients while working in a flexible hybrid model.

You will join a team dedicated to excellence in client relations and comprehensive wealth management. Leveraging extensive market knowledge and superior communication skills, you will assist Investment Professionals with client inquiries and meeting preparations. Managing requests promptly and efficiently is key to ensuring a positive client experience.

Key Responsibilities:



• Support wealth management through client liaison • Effectively manage and resolve client requests • Stay informed on the firm’s offerings and practices • Prepare materials for client meetings and schedules • Facilitate the client onboarding experience

Requirements: • Bachelor’s degree or relevant financial certification • Minimum of 5 years experience in financial services • Knowledge of regulatory requirements in finance • Solid problem-solving and analytical abilities • Proven track record with a large client portfolio

Utilize your financial expertise and client service skills to excel in a rewarding role in Vancouver. #J-18808-Ljbffr

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