Become a key player at Wellington-Altus in Vancouver as a Senior Associate focused on providing exemplary client services to high-net-worth clientele. Engage in both client-facing and back-office tasks in this rewarding position.This role entails working closely with Advisors while executing complex administrative duties and ensuring a positive client experience. You will leverage your expertise in wealth management to facilitate seamless interactions and service excellence for high-net-worth individuals and families.Key Responsibilities:Offer personalized service to high-net-worth familiesAnticipate and meet client needs proactivelySupport Advisors with client meeting preparationAct as an essential communication bridge for service deliveryDocument and manage account transactions accuratelyRequirements:Degree in business, finance, or related areaAt least 5 years in wealth managementStrong background in account management systemsRelevant licenses or certifications in progressProficient in Salesforce and Microsoft Office toolsLeverage your skills in client service and operations at Wellington-Altus to enhance relationships with high-net-worth clients in Vancouver.

📌 Senior Associate, Client Services In Vancouver
🏢 Wellington-Altus Private Wealth
📍 Vancouver