03 Oct
|
Purpose Investments
|
Vancouver
03 Oct
Purpose Investments
Vancouver
Purpose Investments is hiring an Associate to support client servicing in a fast-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.
📌 Operation Management Specialist (Vancouver)
🏢 Purpose Investments
📍 Vancouver