Drive client success as a Private Client Service Associate in Vancouver. Benefit from a hybrid work model while focusing on exceptional service in wealth management.In this pivotal role, you will work with a dedicated team to provide exemplary service to high-net-worth clients. Your responsibilities include managing tasks for Investment Professionals and fostering strong client relationships. With your client-focused approach, you will ensure effective onboarding and assist with complex financial inquiries.Key Responsibilities:• Support wealth management services for clients• Address and resolve client requests in a timely manner• Maintain expert knowledge of investment practices• Prepare for and manage scheduling of client meetings• Oversee client onboarding and track non-financial change requestsRequirements:• Undergraduate or financial services designation preferred• 3 years of relevant experience required• Strong regulatory knowledge in financial services• Excellent analytical and logical problem-solving skills• Experience working independently and collaborativelyYour commitment to exceptional service will shape client experiences with our firm.#J-18808-Ljbffr
Hybrid Private Client Associate Opportunity
CONNOR, CLARK & LUNN GROUP
vancouver, vancouver
Published 28 days ago
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