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 • Solid 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.

📌 Senior Associate, Client Services in Vancouver (Winnipeg)
🏢 Wellington-Altus Private Wealth
📍 Winnipeg