Client Services Associate

5 hours ago

Greater Regina Metropolitan Area, Canada Hunter Mercantile Full time

The Company:
A successful Regina investment management firm is seeking a dedicated Client Service Associate to support our growing team. You will be responsible for ensuring
exceptional client engagement
and providing
critical operational support
to the Senior Investment Advisor and their sophisticated High Net Worth clients.

Here is what the opportunity offers you:

  • A place to work where you are not a "number" but an integral part of a great wealth management company and where your ideas count.
  • A relaxed yet professional work culture built on mutual respect and support that prioritizes your career development in wealth management
  • A competitive compensation package that includes salary, bonus, benefits, and educational support towards industry courses.

The Impact You Will Have:
In this role, you will be crucial to both client satisfaction and the operational success of the investment book. Your responsibilities will include:

  • Client Relationship Management:
    Serve as the primary point of contact for clients, delivering
    exceptional, personalized day-to-day service
    to ensure a consistently positive and premium client experience.
  • Portfolio Support:
    Actively assist the Senior Investment Advisor in the
    efficient management and oversight
    of the total investment book of business.
  • Meeting Preparation & Participation:
    Own the organization and preparation of all client meeting materials, including detailed portfolio reviews and new account proposals. You will also
    attend client meetings as required
    to support the Advisor.
  • Trade Execution:
    Accurately
    execute trades
    and
    process all client-initiated buy/sell orders
    promptly.
  • Account Lifecycle Management:
    Manage the end-to-end lifecycle
    of all client accounts, ensuring regulatory compliance and smooth operation from opening to maintenance.

What You Bring to the Team:
You are an experienced and licensed professional ready to step into a demanding role:

  • Experience:
    A minimum of
    5 years of experience
    successfully operating as a Client Service Associate within an IIROC/CIRO regulated environment.
  • Licensing:
    Must
    possess an active Investment Representative (IR) or Registered Representative (RR) license
    .
  • Technical Expertise:
    A strong, comprehensive understanding of
    securities, registered savings plans (e.g., RRSP, TFSA), and industry compliance requirements.
  • Interpersonal Skills:
    Exceptional communication and people skills
    , with a proven ability to build trust and rapport with high-net-worth clients.
  • Systems Knowledge:
    Strong working proficiency in
    MS Office Suite
    . Knowledge of industry-specific tools such as
    Dataphile
    and
    DocuSign
    is a valuable asset.

Interested and qualified parties are invited to contact:

David J. Corsini - Principal

Hunter Mercantile

Hunter Mercantile is a corporate search firm recognized throughout North America as a boutique for placement in wealth management.

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