Associate Manager, Accounts Jobs in Essex, Ontario, Canada
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Essex, Ontario, Canada
Client Service Associate
Top Benefits
About the role
OMPANY STATEMENT
The RaeLipskie Partnership is one of the largest non-bank-owned investment counsel firms in Southwestern Ontario. We create and manage customized stock and bond portfolios focused on helping clients achieve their investment objectives. Our client-first approach is at the core of everything we do—we listen carefully and put our experience to work for our clients. For more than 35 years, we have delivered industry-leading service across Kitchener-Waterloo, Burlington, and Southwestern Ontario.
JOB STATEMENT
We are currently seeking a full-time Client Service Associate (Advisor Assistant) to support our investment advising representatives. We are a friendly, client-focused, professional firm that offers a supportive workplace, benefits, and a comprehensive compensation package. This is an in-office position.
ESSENTIAL FUNCTIONS
Working closely with our investment advisers, you will provide client service and administrative support. Responsibilities include account opening, transfer processing, report generation, preparing for client meetings, and maintaining accurate client data. Collaborate effectively as an integral member of the administrative team.
QUALIFICATION
Completion of, or current enrollment in, the Canadian Securities Course (CSC). Knowledge of stocks and bonds, how they fit within an investment portfolio, and how they are traded. Please note that we are not a mutual fund dealer. Minimum of 5 -7 years of experience. Understanding of the various account types available to Canadian investors. Proficiency in Microsoft Office, including Outlook, Word, Excel, Teams, and PowerPoint. Experience using a client relationship management (CRM) system or database software. Exceptional organizational and time management skills, with the ability to manage priorities effectively and follow through on tasks. Strong client service, administrative, interpersonal, and problem-solving skills, with a proactive approach to work. A professional demeanour and a strong work ethic.
COMPENSATION
The base salary range is expected to be between $50,000 - $65,000, with eligibility for a discretionary bonus.
Please Note
All applications submitted are reviewed in detail by our HR team. In certain aspects of the hiring process artificial intelligence (AI) tools may be used, specifically for screening and assessments. These tools support our team and are used to help bring relevant criteria to the foreground and do not replace human judgment. We are committed to using AI responsibly, fairly, and in compliance with applicable employment and anti-discrimination laws. We regularly review these tools to help prevent bias or discrimination.
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About The RaeLipskie Partnership
The RaeLipskie Partnership manages approximately $1 billion for approximately 700 clients. Our success in managing money for our clients is attributable to more than 60 years of investment and securities experience, and a shared belief in long-term investment strategies and dedicated attention to our client's needs whether an individual, non-profit, or business.
Specialties: we manage investment portfolios on a discretionary basis. We start by analyzing client goals, objectives, risk tolerance, and liquidity needs. Then we design a portfolio of stocks, bonds and other investments to achieve your specific criteria ... and monitor it closely to ensure your investments are meeting your expectations.
To learn more about The RaeLipskie Partnership visit www.raelipskie.com