25 Sep
|
Purpose Investments
|
Vancouver
25 Sep
Purpose Investments
Vancouver
Purpose Investments is hiring an Associate to support client servicing in a rapid-paced wealth management setting. 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