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 ManagersComplete new account openings and annual account maintenancePrepare, schedule, and organize client meetingsReview and deliver accurate client reports and documentsSupport business development initiatives, events,



and process improvementsRequirements:Three or more years of administrative or client-support experienceFinancial services or wealth management experience preferredCIRO Investment Representative or Registered Representative registrationStrong organizational, interpersonal, problem-solving, and communication skillsMicrosoft Office proficiency and confidentiality with sensitive informationApply 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