Client Support Associate

Enhance your career in financial services as a Client Support Associate at Wellington-Altus in Vancouver. Engage with clients and support licensed professionals in delivering excellent service.

Wellington-Altus is looking for an Associate reporting to the Senior Wealth Advisor and Senior Portfolio Manager. This role includes providing client service support and administrative assistance to ensure the smooth operation of the team. Successful candidates will have valuable experience in financial services and a passion for helping clients realize their financial goals.

Key Responsibilities:

• Assist licensed professionals in managing client inquiries and records

• Serve as a point of contact for clients' needs and follow-up

• Provide comprehensive administrative support for account management tasks

• Prepare daily reports for Investment Associates and Advisors

• Maintain compliant client files and documentation

Requirements:

• Bachelor’s degree in business administration or finance

• 5+ years in financial services, with 2+ years in client service

• Relevant securities industry licensing is required

• Proficient in MS Office, Croesus, and Salesforce

• Strong attention to detail and excellent communication skills

Join Wellington-Altus and contribute to exceptional client experiences through your expertise in relationship management.
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