Client Services Associate

Position: Wellington-Altus Client Services Associate
Become an Investment Associate at Wellington-Altus in Vernon and play a pivotal role in enhancing client relationships and managing portfolios. This position focuses on delivering exceptional support and compliance oversight.

Wellington-Altus is dedicated to providing top-notch service for high-net-worth clients. As an Investment Associate, you will engage in relationship management, transaction processing, and ensure adherence to industry regulations. Candidates should be driven by a commitment to client satisfaction and possess strong communication abilities.

Key Responsibilities:

• Address client inquiries with prompt, solution-oriented service

• Process unsolicited trades and manage accounts

• Maintain compliance with CIRO standards

• Support the preparation and follow-up for client meetings

• Research investment products relevant to clients

Requirements:

• Bachelor’s degree in a relevant field

• 2-3 years of experience in financial services preferred

• CIRO registered or willing to pursue licensing

• Proficient in MS Office applications

• Strong critical thinking and communication skills

Contribute to exceptional wealth management services and grow your career with Wellington-Altus.
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