Client Support Associate at Harbourfront Wealth

Become a key player in client success as a Client Experience Associate at Harbourfront Wealth. Deliver top-notch administrative support to Client Portfolio Managers and create exemplary client experiences.

Harbourfront Wealth and Cumberland Private Wealth are looking for a Client Experience Associate to enhance client management. Your responsibilities will include ensuring accurate account setups, preparing for client meetings, and producing high-quality reports. Engage in team collaboration for business development initiatives while providing assistance with events and reception duties.

Key Responsibilities:

• Respond effectively to client and advisor inquiries

• Facilitate new account openings and annual maintenance

• Organize and schedule client meetings efficiently

• Ensure that reporting meets quality standards and deadlines

• Contribute to events and improve internal processes

Requirements:

• Bachelor’s degree or related field experience preferred

• Minimum 5 years in client support roles

• Financial planning experience is advantageous

• CIRO registration or working towards it required

• Competence in Microsoft Office applications

Bring your exceptional service and problem-solving skills to enrich client interactions at Harbourfront Wealth.
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