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 (Canada)
🏢 Wellington-Altus Private Wealth
📍 Canada