Elevate your career in client services with Stenner Wealth Partners+ in Vancouver. This licensed Associate role offers a chance to engage with high-net-worth clients and manage wealth efficiently.
As a Senior Associate, you'll focus on delivering exceptional, proactive service to affluent clients while collaborating within a highly successful wealth management firm. Your expertise in investment accounts and personalized service will be critical as you manage client relationships and operational processes. This role is designed for detail-oriented professionals looking to make a significant impact in financial services.
Key Responsibilities:
• Deliver proactive service to high-net-worth clients
• Oversee account administration and maintenance tasks




• Process client transactions and trading instructions
• Coordinate annual tax reporting and documentation
• Ensure compliance with industry regulations and policies
Requirements:
• 5+ years experience in wealth management or financial advisory
• Relevant securities licensing required
• Solid knowledge of investment account types
• Proven ability to manage complex client inquiries
• Exceptional attention to detail and organizational skills
Become an invaluable resource in client services at Stenner Wealth Partners+ while enhancing your qualified journey.
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📌 Client Services Associate At Stenner Wealth Partners+ Vancouver
🏢 Canaccord Genuity Group
📍 Vancouver