Private Client Service Associate

Support high-net-worth clients as a Private Client Service Associate at a leading independent investment manager in Vancouver. Deliver exceptional service while collaborating with Investment Professionals and addressing client needs.

In this hybrid role, you will work with a dedicated team focused on providing tailored wealth management solutions. With strong client-relationship skills and financial market knowledge, you will manage client requests and prepare meeting materials. Your ability to prioritize and solve complex problems will be crucial to success in this position.

Key Responsibilities:

• Support Investment Professionals in wealth management services

• Manage client requests and facilitate timely resolutions

• Maintain expert product knowledge for client inquiries

• Coordinate schedules and prepare meeting materials

• Oversee client onboarding and non-financial requests

Requirements:

• Undergraduate degree or related financial designation

• Minimum 5 years of relevant work experience

• Strong understanding of financial regulations

• Excellent analytical and problem-solving skills

• Proven ability to manage a large book of business

Excel in client service and financial expertise with a top-tier investment firm in Vancouver.
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