OBJECTIVE AND SCOPE The Client Service Associate is an entry-level, project-based role responsible for coordinating and completing recurring client service projects throughout the year. Working closely with Senior Wealth Advisors and Associate Advisors, this position helps maintain accurate client information, complete annual account activities, and ensure time-sensitive work is handled carefully and on schedule.

This opportunity is designed for a recent Bachelor of Commerce graduate who wants to build a long-term career in wealth management. The Client Service Associate will develop practical knowledge of client accounts, financial planning workflows and advisory operations, with the opportunity to progress into an Associate Advisor role and, over time, an Advisor role.

RESPONSIBILITIES

· Coordinate and complete recurring annual projects related to client accounts, records and service requirements.

· Support RRSP conversion activities and other scheduled registered-account projects.

· Prepare tax packages and related client documentation accurately and within required timelines.

· Review, update and maintain client files, account information and supporting records.

· Track project requirements, deadlines, outstanding information and follow-up to keep work moving forward.

· Identify missing, inconsistent or incomplete information and work with the appropriate team member to resolve it.





· Communicate clearly and professionally with clients and colleagues when gathering information or supporting project completion.

· Provide backup support to the administrative team during high-volume periods, absences and vacations.

· Handle confidential financial and personal information with discretion and care.

· Learn and follow internal processes, regulatory requirements and service standards within a wealth-management environment.

· Contribute ideas that improve organization, accuracy, workflow and the overall client experience.

REQUIREMENTS

Experience and Education

· A Bachelor of Commerce degree with a major in Finance or Management.

· Up to 3 years of industry experience is an asset.

· A genuine interest in wealth management and a long-term goal of developing into an Advisor.

· A willingness to learn internal processes, regulatory requirements and service standards within a wealth-management environment.

Skills and Competencies

· Robust written and verbal communication skills.

· A personable and professional approach, supported by strong emotional intelligence.

· Critical-thinking and problem-solving skills, including the confidence to ask questions and seek clarity.

· High attention to detail and a commitment to completing work accurately.

· The ability to organize multiple projects, manage deadlines and follow through on commitments.

· A collaborative mindset and willingness to step in where support is needed.

📌 Client Service Associate (Saskatoon)
🏢 Essence Recruitment
📍 Saskatoon