Be a key player in client service at The RaeLipskie Partnership as a Client Service Associate. This in-office position allows you to support investment advisers and enhance client experiences. The RaeLipskie Partnership is looking for a Client Service Associate to work alongside investment advisers.

You will take charge of client account activities, prepare necessary reports, and assist in client meetings. Your extensive knowledge in stocks and bonds will help maintain superior client service and the accuracy of data. Key Responsibilities:
Provide comprehensive support to investment advisers
Handle the opening and processing of client accounts
Generate meeting reports and assist in client preparations




Ensure accurate data management and client communication
Collaborate with the administrative team for operational efficiency

Requirements:
Enrollment or completion of the Canadian Securities Course
5–7 years of relevant industry experience
Understanding of investment types and account management
Proficiency with Microsoft Office applications
Robust organizational and client management skills

Contribute to excellent client service and investment management at The RaeLipskie Partnership in Southwestern Ontario.

📌 Full Time Client Service Associate Role Ontario
🏢 RaeLipskie Partnership
📍 Ontario