Private Client Associate

1 week ago

Toronto, Ontario, Canada Prime Quadrant Full time $60,000 - $80,000 per year

The Opportunity

We are seeking a driven person to join our growing team as a Private Client Associate. In this role, the successful candidate will provide a wide range of supporting functions to a Senior Consultant and Associate Consultant across client service, administration, and investment introductions.

The responsibilities will also include participation alongside associates on strategic projects currently being prioritized by our organization.

Key Attributes

  • Client service orientation – you get energy from helping people
  • High degree of accuracy, organization, and a strong detail orientation
  • Able to multi-task, prioritize, and collaborate in a fast-paced team environment
  • Works well within a team environment and in a collaborative manner
  • Can handle complex issues and escalate as needed with appropriate urgency
  • Solid process orientation and ability to follow through on commitments
  • Flexible to work early or late on occasion and as needed.
  • Has a desire to take part in firmwide initiatives that elevate the client and team experience
  • Continuous learner

Qualifications

  • University degree (ideally in finance, economics, business, or a related field)
  • Co-op/internship experience in a financial services organization
  • Strong Microsoft Office fluency (Excel, Word, OneNote, Teams)
  • Strong English writing and oral communication skills
  • Commitment to complete the Exempt Market Proficiency Exam within 3 months of joining the firm
  • Commitment to enroll in the Chartered Financial Analyst program and register for the CFA Level 1 exam or pursue the Chartered Investment Manager designation within 12 months of joining the firm
  • Demonstrated interest in the investment advisory or wealth management industry
  • Bilingualism is an asset

Primary Responsibilities

Client Service

  • Preparing materials for client meetings in coordination with your practice group
  • Assisting with inquiries from clients and third parties
  • Scheduling and tracking client meetings
  • Liaising with client families, their financial institutions and other service providers to ensure clear communication and the efficient completion of commitments

Administration

  • Maintaining up-to-date records in the firm's client reporting and relationship management database
  • Preparing and reconciling client reports using internal and external sources
  • Coordinating with internal team members to ensure all client reporting data is accurate
  • Ensuring all trades are executed accurately and promptly in coordination with the Client Service Team and your practice group

Investment Introductions

  • Liaising with clients to educate and answer investment-related questions
  • Providing clients with information and analyses on proposed investments in coordination with Prime Quadrant's Investment Team and your practice group

Compensation

  • Industry competitive base salary with a performance-based bonus structure
  • Health benefits through a Health Spending Account
  • Eligibility for awards under the firm's incentives plan
  • Annual allowance for continuing education
  • Career advancement opportunities based on performance
  • 3 weeks vacation per year, and 1 volunteer day per year (in addition to 2 personal days)

Accessibility

Prime Quadrant Corp is committed to fair and accessible employment practices. If you require accommodations during the application or recruitment process, please contact us at

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