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.

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