Shape your career in wealth management as a Private Client Service Associate with Connor, Clark & Lunn Private Capital in Vancouver. Your client relationship skills will be pivotal in delivering superior service.As part of a dynamic team at CC&L, you'll work closely with Investment Professionals to ensure high-net-worth clients receive exemplary wealth management. Your responsibilities include managing complex requests, preparing meeting materials, and overseeing the onboarding process. Commitment to ongoing career development will enhance your capacity to meet client needs effectively.Key Responsibilities:Assist Investment Professionals with client wealth managementManage client inquiries for prompt resolutionsMaintain up-to-date knowledge on investment offeringsSchedule client meetings and prepare relevant documentsOrchestrate the onboarding process for new clientsRequirements:Undergraduate degree or financial services credential preferredAt least 5 years' experience in a related fieldExcellent verbal communication skills in EnglishStrong foundation in regulatory requirements of financeProven track record managing larger books of businessJoin Connor, Clark & Lunn and excel in a rewarding client service environment.

📌 Wealth Management Associate At Cc&L (Vancouver)
🏢 Connor, Clark & Lunn Private Capital Ltd. (CC&L)
📍 Vancouver