Purpose Investments is hiring an Associate to support client servicing in a rapid-paced wealth management environment. You will handle account applications, transfers, and documentation workflows, collaborating with Investor Specialists to ensure accuracy and timely processing.
As routine processing shifts toward AI-assisted workflows, you will own exceptions, client relationships, and judgment calls to maintain the operation's trustworthiness. Prior wealth management experience is a plus.
📌 Wealth Operations Associate (Vancouver)
🏢 Purpose Investments
📍 Vancouver
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