Advisor Support Associate

Harbourfront Wealth is hiring an Advisor Support Associate for a 12–18 month contract based in Winnipeg, MB. This role will utilize your administrative expertise to enhance customer service and client relations.

Working with Harbourfront Wealth, you will report to the Manager of Advisor Support and handle critical inquiries regarding back-office processes. Your ability to build relationships, respond in a timely manner, and conduct training will be essential. Candidates with a strong foundation in CIRO firm operations will excel in this fast-paced setting.

Key Responsibilities:

• Oversee inquiries related to client services and processes

• Conduct follow-ups and provide updates per SLAs

• Facilitate training for advisory teams

• Monitor and manage incoming service tickets

• Participate in team meetings to address service improvement

Requirements:

• Familiarity with CIRO firm operations and processes

• 3-5 years of back-office experience preferred

• Strong communication and analytical skills

• Proficient with MS Office suite

• Ability to prioritize and multitask effectively

Contribute to Harbourfront Wealth's success by providing exceptional client service as an Advisor Support Associate.