Support high-net-worth clients through wealth management administration, account maintenance, and personalized service at Cumberland Private Wealth.

Harbourfront Wealth seeks a Client Services Associate on a 12–18 month contract. You will support Client Portfolio Managers with account openings, client relationship management, and coordinated client-facing activities. The position suits someone with administrative or client-support experience, solid organization, and excellent communication.

Key Responsibilities:
Respond promptly to clients, advisors, and Client Portfolio Managers
Complete current account openings and annual account maintenance
Prepare, schedule, and organize client meetings
Review and deliver accurate client reports and documents
Support business development initiatives,



events, and process improvements

Requirements:
Three or more years of administrative or client-support experience
Financial services or wealth management experience preferred
CIRO Investment Representative or Registered Representative registration
Solid organizational, interpersonal, problem-solving, and communication skills
Microsoft Office proficiency and confidentiality with sensitive information

Apply your client service, account management, and communication strengths supporting Cumberland Private Wealth’s portfolio management team.

📌 Client Services Associate Wealth Management Toronto
🏢 Harbourfront Wealth Management
📍 Toronto