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Client Experience Associate
2 weeks ago
Client Experience AssociateLocation: This posting is for an existing vacancy in our Toronto office. Who We Are: operates as an Outsourced-Chief Investment Officer (“OCIO”) for a limited number of families and institutions who have made exceptional contributions to society through business, public service, and philanthropy. The group provides thoughtful counsel on estate structuring and multi-generational wealth planning and has built a data-driven institutional investment platform that allocates capital across asset classes on a global basis. The successful applicant will join a team exclusively focused on delivering exceptional service and investment returns to a select number of families and institutions. The Opportunity: As a Client Experience Associate, you’ll be a go-to support for our team, helping us ensure everything runs seamlessly for our clients and internal operations. You’ll play a key role in creating efficiencies, delivering exceptional service, and keeping things organized behind the scenes. What You’ll Be Doing: Client Service Support: Act as a friendly & knowledgeable point of contact for clients, ensuring their needs are met promptly. Coordinate and complete follow-up actions with clients, keeping communication clear and professional. Support Portfolio Managers by handling client inquiries, managing team projects, and communicating updates to ensure everyone stays informed and aligned. Execute trading instructions as directed by the portfolio manager or upon client request. Operational Excellence: Streamline processes by identifying efficiencies and tackling administrative tasks: preparing documents, updating records and supporting client file management. Ensure client account information stays up-to-date, accurate, and compliant. Proactively identify opportunities to improve operations — whether it’s refining a process or automating a task. Team Support: Be a key member that keeps the team moving forward, supporting Portfolio Managers & Relationship Managers in achieving business goals. Work independently but collaborate when it counts, ensuring the team can focus on what they do best. Your Core Competencies: Demonstrate a commitment to ethical conduct and integrity ensuring all client interactions are handled with professionalism and trustworthiness. Bring an excellent attitude and a dedication to extraordinary service, consistently exceeding expectations. Excel in interpersonal and relationship-building skills, communicating effectively and collaborating seamlessly across various mediums, whether in person, over the phone, or virtually. Showcase exceptional problem-solving abilities, tackling challenges with creativity and confidence. Maintain strong organizational skills, keeping tasks and priorities in order to drive efficiency. Excel in dynamic environments and adapt to change with ease, managing a high volume of competing priorities while maintaining focus. Exhibit critical thinking and outstanding communication skills, both written and verbal, to deliver clear and impactful messages. Uphold the highest levels of confidentiality, safeguarding sensitive information and ensuring trust in every interaction. Your Skills & Experience: A bachelor’s degree in business, finance, or related fields is ideal, but equivalent experience will be given consideration. 5+ years in an administrative or client-support role, ideally in financial services, wealth management, or a similar environment. Experience in financial planning is an asset. Registered with CIRO as an Investment Representative (IR) or Registered Representative (RR) or meets the requirements to register. Comfortable with tools like Microsoft Office (Word, Excel, Outlook, Teams) and learning other systems. Experience with Salesforce or Croesus is an asset. Why Join Us? A team culture that values hard work, collaboration, and a little bit of fun along the way. Opportunities to grow your skills, contribute meaningfully, and make a difference in our clients’ lives. A role where your talents are recognized, and you’re empowered to take initiative. Who We’re Looking For: We’re looking for someone who shares our values: kindness, a passion for efficiency, and a genuine love for working with people. Most importantly, we want someone who is excited about the operations side of the business—someone who thrives on creating seamless processes, supporting a team, and driving operational excellence. If you’re the kind of person who shows up on time, takes ownership of your work, and finds joy in making systems and workflows better, this role is for you. We can’t wait to hear from you Our Organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.-the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With over $40 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients. *Investment Executive 2025 Brokerage Report Card. Compensation & Benefits: Range $75,000.00 - $125,000.00 annually This range represents Wellington-Altus's expected range of compensation for this position. Actual compensation will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Compensation for part-time roles will be pro-rated based on number of hours regularly worked.Wellington-Altus's total compensation package for employees may also include discretionary bonuses as well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per location. Conditions of employment: Must be legally eligible to work in Canada. A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment. Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply. If you require accommodation for the recruitment process, please let us know at the point of application. To apply:
