Elevate your career with Stenner Wealth Partners+ in Vancouver as a Senior Client Associate. This role focuses on exceptional client service and proactive engagement with high-net-worth clients.
As a Senior Associate in Client Services, you will provide personalized support to affluent clients with investment assets over $10M. Key skills include account administration, client relationship management, and compliance. You will serve diverse clients, ensuring high attention to detail while meeting their financial needs over generations.
Key Responsibilities:
• Deliver exceptional service to high-net-worth families
• Oversee personal and trust investment accounts
• Process client trading instructions and transactions




• Coordinate annual tax reporting for clients
• Ensure compliance with all regulatory standards
Requirements:
• 5+ years of wealth management experience
• Must possess necessary securities licensing
• Robust understanding of investment accounts and portfolios
• Excellent communication skills with clients and advisors
• Ability to manage multiple priorities in a fast-paced environment
Bring your expertise in client service and attention to detail to Stenner Wealth Partners+.
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📌 Senior Client Associate at Stenner Wealth Partners (Vancouver)
🏢 CGC Canaccord Genuity
📍 Vancouver