Take on a pivotal role as a Client Operations Senior Associate at Guardian Capital Group. Facilitate high-level client service and team management within a premier financial workplace.This position emphasizes client onboarding and transaction oversight for ultra-high-net-worth clients while providing leadership to junior associates. Your understanding of Canadian finance regulations and ability to deliver comprehensive solutions will drive client satisfaction.Key Responsibilities:
- Provide senior support in managing client administration tasks
- Oversee onboarding processes aligning with NI 31-103 standards
- Ensure accuracy in trading and transactions' compliance
- Mentor team members and manage workflow efficiently
- Enforce adherence to regulatory compliance and documentationRequirements:
- University degree, business major preferred
- 5-8+ years of relevant experience
- Knowledgeable in NI 31-103 and FINTRAC compliance
- Proficient in Eagle and Salesforce applications
- Bilingual (English and French) advantageousBecome a vital part of Guardian Capital’s commitment to exceptional client service and operational excellence.#J-18808-Ljbffr

📌 Client Operations Senior Associate Role (Toronto)
🏢 Guardian Partners
📍 Toronto