Client Associate

We are seeking a colleague who is dedicated to a career in wealth management. If you are an energetic self‑starter interested in being a vital part of our team, we offer the opportunity to work in a collegial, open‑door environment.

• A deep interest in wealth management or experience working in a client focused/service‑oriented role, even if not specifically in the industry.
• A client‑centric mindset and consistently acts in the clients’ best interests
• Strong operational and client service skills
• Excellent written and verbal communication skills
• Strong attention to detail
• Capacity to multitask with competing priorities to meet deadlines
• Capability to think critically and creatively problem‑solve
• Ability to work well in a team to build and foster relationships internally and externally
• Outstanding work ethic, personal initiative, and a goal‑oriented mindset
• Proficiency in Microsoft Office suite of applications
• Undergraduate degree or equivalent practical experience

Demonstrates a client‑centric mindset with strong operational and client service skills, complemented by excellent communication abilities and attention to detail. Capable of multitasking and fostering relationships in a team‑oriented environment while maintaining a goal‑oriented approach.

• Microsoft Office Suite