Job Overview

Burkett Asset Management is seeking a Client Engagement Associate to join its growing team. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication skills, proficiency with technology and high attention to detail.

The Client Engagement Associate will support the day-to-day management of clients as the first point of contact for all non-investment related inquiries. This is a role designed for individuals who are detail-oriented, procedurally driven, and committed to delivering exceptional service. The Client Engagement Associate will also support the Portfolio Managers as required on ad-hoc tasks.

Key Responsibilities

- Serve as the first point of contact for all client communications and manage the central service inbox
- Ensure end-to-end resolution of client service matters, coordinating across departments as needed
- Support client account administration, including onboarding, updates, and documentation with custodians and internal systems
- Assist with compliance-related tracking and record-keeping, including Know Your Client (KYC) and Trusted Contact Person (TCP) information
- Prepare for and attend client meetings, ensuring accurate documentation and timely follow-up on action items
- Maintain and leverage the CRM tool for tracking client interactions and managing business development efforts
- Develop and maintain marketing materials and campaigns, including, blog updates, brochures, and surveys.
- Participate in firm-wide projects and process improvements, contributing a client-first perspective to organizational development
- Collaborate with operations, compliance, and external advisors to ensure smooth firm operations, including regulatory filings and audits
- Contribute to client communication efforts, including presentations, market updates, and reporting materials

Job Requirements

A career in Investment Management is challenging and fast-paced.



A high regard for accuracy and attention to detail are essential. Preference will be given to applicants who meet the following requirements:

- 0-2 years of experience in client service, financial services, or administrative support within a professional or regulated environment (accounting, legal services, etc.)
- Canadian Securities Course or willingness to complete
- Strong proficiency with Microsoft Office (Excel, Word, PowerPoint, and Outlook)
- Strong analytical skills, process oriented
- Excellent communication skills, both written and verbal, with the ability to present complex ideas clearly and effectively
- Highly organized with strong time management skills and the ability to manage multiple priorities
- Clear understanding of investment operations an asset (trading, account opening, liquidity needs, etc.)
- Integrity and ethics second to none

Job Type & Location

- Full-time (Monday to Friday), on-site
- Victoria, BC: reliably commute or plan to relocate before starting work (required)
- Willingness to occasionally work beyond a normal work schedule to meet seasonal/peak workloads and deadlines

Benefits

- Competitive salary: ($60,000 - $80,000) plus bonus
- Incentive program
- Professional development
- RRSP matching, when eligible
- Company social events
- Comprehensive health and dental benefits
- Meal allowance for extended working hours
- On-site parking
- Paid time off
- Flexible summer Fridays (varies based on business needs)
- Opportunity to be a member of a growing, entrepreneurial firm with long-term career potential
- A collaborative and flexible work environment that values both skilled excellence and quality of life
- ·Close-knit office culture

We thank all applicants; however, only those selected for further consideration will be contacted.

Pay: $60,000.00-$80,000.00 per year

Benefits:

- Company events
- Dental care
- Extended health care
- On-site parking
- Paid time off

Work Location: In person

📌 Client Engagement Associate (Victoria)
🏢 Burkett Asset Management
📍 Victoria