Client Engagement Associate

Join Wellington-Altus Financial as a Client Engagement Associate in Nanaimo, British Columbia, focusing on enhancing client relationships and supporting business operations. This dynamic role combines administrative tasks with outreach initiatives.

As a vital member of the team, you will report to the Senior Wealth Advisor, assist in client service, and drive business development efforts.

Your role encompasses supporting advisors in managing client interactions and maintaining CRM systems, ensuring a seamless experience for high-net-worth clients. This is an excellent opportunity for motivated individuals eager to advance in a thriving financial environment.

Key Responsibilities:

• Manage client records and coordinate onboarding

• Facilitate communication between clients and advisors

• Drive engagement through proactive outreach efforts

• Support documentation and operational tasks

• Prepare reports and assist in business campaigns

Requirements:

• Degree in business or finance-related field preferred

• Minimum 2 years in client-facing roles

• Proficient in MS Office and CRM tools

• Strong problem-solving abilities and adaptability

• High level of professionalism and integrity

Embrace a rewarding career with Wellington-Altus, making a significant impact in wealth management.
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