Associate, Private Wealth

Job summary

The Associate provides personalized service to private wealth clients and supports portfolio management and investment activities. They also assist with business development, client onboarding, and administrative tasks to ensure high-quality service delivery.

Job details

The Associate provides personalized service to private wealth clients and supports portfolio management and investment activities. They also assist with business development, client onboarding, and administrative tasks to ensure high-quality service delivery. Candidates must hold a bachelor's degree in business or a related field and possess one to five years of relevant experience in financial services. Strong interpersonal skills, proficiency in Microsoft Office, and attention to detail are essential for success in this role.

What you’ll do

The Associate provides personalized service to private wealth clients and supports portfolio management and investment activities. They also assist with business development, client onboarding, and administrative tasks to ensure high-quality service delivery.

Requirements

Candidates must hold a bachelor's degree in business or a related field and possess one to five years of relevant experience in financial services. Strong interpersonal skills, proficiency in Microsoft Office, and attention to detail are essential for success in this role.

Benefits

• Wellness account
• Learning & development support
• Employee share purchase plan
• Performance-based rewards
• Telemedicine access
• Summer schedule program

Listed skills

• Customer service · Preferred
• Financial Reporting · Preferred
• CRM Management · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Communication · Preferred
• Microsoft Word · Preferred
• Salesforce · Preferred
• Microsoft Outlook · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client servicing
• Portfolio management support
• Investment policy statement preparation
• CRM management
• Salesforce
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Outlook
• Financial reporting
• Account onboarding
• Analytical skills
• Attention to detail
• Customer service
• Communication
• Business development

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative
• Management & Leadership

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