Elevate your career with Mawer Investment Management as a Private Wealth Associate. Collaborate with Investment Counsellors and provide exceptional client support in a energetic work workplace.

Mawer is seeking a Private Wealth Associate to join its talented team, dedicated to delivering top-tier financial services. This full-time role emphasizes strong attention to detail and excellent client relationship management. With over three years in an administrative or financial role, you'll play a crucial part in account onboarding, documentation, and reporting.

Key Responsibilities:



• Support Investment Counsellors with administrative tasks • Manage account activities and ensure client satisfaction • Prepare and verify accuracy of trade orders • Troubleshoot client inquiries and resolve complex issues • Streamline service models and operational procedures

Requirements: • 3+ years in financial services or administration • University degree or relevant diploma • Experience with Microsoft Office 365 • Knowledge of investment account types required • Solid client service orientation and teamwork skills

Contribute your expertise in client relations and financial operations as you grow with Mawer Investment Management. #J-18808-Ljbffr

📌 Private Wealth Associate At Mawer Winnipeg
🏢 Mawer Investment Management
📍 Winnipeg