27 Sep
|
Leith Wheeler Investment Counsel
|
British Columbia
27 Sep
Leith Wheeler Investment Counsel
British Columbia
Leith Wheeler Investment Counsel Ltd. in Vancouver seeks an Associate to join our Private Clients team on a 15-month maternity leave contract.
The role supports Portfolio Managers, manages KYC documentation, and coordinates administrative, operational, and investment tasks to deliver outstanding client service. You will maintain client data in CRM, process account changes, and liaise with internal teams and external partners to resolve client issues, while upholding regulatory standards and a
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📌 Private Wealth Associate for KYC & Client Service(Contract) (British Columbia)
🏢 Leith Wheeler Investment Counsel
📍 British Columbia