Private Client Associate

We are expanding our team: As a Private Client Associate, you will support daily portfolio administration and client service for high net worth clients. Key responsibilities include managing account documentation and assisting with client meetings. Ideal candidates possess strong client service skills and advanced Microsoft 365 proficiency.

Skills

• portfolio maintenance administration
• client service
• canadian securities course
• microsoft 365
• account opening
• cash flow management
• document management
• meeting coordination
• cross-business collaboration
• client appointment management
• record keeping
• problem solving
• sales opportunity identification
• interpersonal relationship management
• oral communication
• product services