Client Services Associate

About the job

Vancouver, British Columbia, Canada

Full-time, in-office

Department: Client Services

Position start date: Immediate

Company Description

Dixon Mitchell Investment Counsel Inc. is an independent asset management firm providing investment solutions for individual and institutional clients. Established in 2000, Dixon Mitchell now manages over $6bn on behalf of Canadian families, pensions, foundations and Indigenous communities and organizations. Our culture is built around business integrity, client service, and the alignment of corporate and investor interests. Dixon Mitchell is based in Vancouver and has a satellite office in Calgary.

Position Summary

Our client service team resides within the front office of Dixon Mitchell Investment Counsel Inc. and is comprised of client-facing portfolio managers, associate portfolio managers, and client service associates. We are looking for experienced client service associates to support our advisory team in providing our clients with excellent service at our Vancouver office. This is an exciting opportunity to join a growing team within the firm, responsible for providing exceptional service to our high-net-worth and institutional clients.

We place a high value on our team spirit, camaraderie, and creating a culture where each of us has an opportunity to succeed. We are a solution-oriented and collaborative team seeking like-minded individuals who thrive in a challenging and dynamic environment.

About you

Your core values are honesty, integrity, and transparency. These traits contribute to your excellent work ethic. You can combine your enthusiasm, passion, curiosity, education, and experiences to see the big picture, focus on the details, solve complex problems, and communicate your ideas effectively to a broad range of people. You are persistent enough to try again when others might give up and have the confidence to adapt when circumstances dictate. Your attention to detail is unparalleled, you have strong interpersonal skills and have previous experience in a high-performing client service capacity.

Key Responsibilities

• Supporting client-facing advisors to provide exemplary wealth management and stewardship services to our clients.
• Managing account openings, client reviews, meeting scheduling, and preparation of client meeting materials.
• Preparation of Investment Portfolio review documentation.
• Managing client requests and partnering with internal Dixon Mitchell teams to fulfill client requests.
• Resolving client queries through personalized client service that is delivered efficiently and accurately.
• Continuous engagement toward ongoing learning and development to improve your knowledge and abilities.

Experience/Qualifications

• A minimum of two years of relevant work experience
• Post-Secondary Diploma or four-year degree from a recognized educational institution
• Highly proficient in Office365 – particularly Excel
• Interest and knowledge of the capital markets
• Experience with CRM systems such as Salesforce
• Experience with custodial platforms such as Aviso and NBIN
• Experience with trading systems
• Completion of the Canadian Securities Course (CSC) considered an asset
• Completion of Certified Financial Planner (CFP) program considered an asset
• Legally eligible to work in Canada

Compensation

Dixon Mitchell offers a competitive compensation package and comprehensive benefits plan.

Salary Range: $55,000-$65,000

Equal Opportunity Employer

Dixon Mitchell Investment Counsel values the diversity of the people it hires and serves and is proud to be an equal opportunity employer. Diversity at Our Company means fostering a workplace in which individual differences are recognized, appreciated, respected, and responded to in ways that fully develop and utilize each person's talents and strengths. If you require accommodation to complete the application process, please contact us.

Apply now

Interested in joining our Client Services Support team? Individuals meeting the criteria above are encouraged to submit their resume in confidence by emailing While we thank all candidates for their interest, only selected individuals will be contacted for follow-up.