Client Service

Location:
Burlington, ON - QEW and Walkers Line

Type:
Full-Time or Part-Time | On-Site / Hybrid. This is intended as a full time role, but could be modified to part-time for the right candidate who perhaps would like to drop their kids off and pick them up at school or has other similar obligations, but who is able to work 5 hours per day in the middle, 5 days per week.

About Cherry Hill Private Wealth (CHPW)

Cherry Hill Private Wealth is a boutique, high-performance wealth management practice serving clients across Canada. We combine institutional-quality portfolio construction — including private credit, real estate, private equity, infrastructure, and hedged strategies — with a deeply personal, family-office style experience.

Our team includes multiple Certified Financial Planner (CFP) professionals, RRC and RIAC designations, and specialists in holistic, goals-based financial planning. We pride ourselves on delivering consistent, elite service and building long-lasting relationships with high-net-worth families.

As we continue to grow, we are expanding our team in Burlington and are seeking a highly organized, detail-driven, tech-savvy professional to join us as our
Client Service & Operations Specialist
.

Position Summary

The Client Service & Operations Specialist plays a central role in creating a world-class client experience and keeping the operational side of the practice running smoothly. You will work directly with the lead advisor, supporting client onboarding, service, operations, compliance, scheduling, and workflow management.

This role is ideal for someone who is both
client-facing and operationally strong
— someone who loves structure, thrives in a process-driven environment, and takes ownership of their work. You will help ensure that nothing falls through the cracks, systems are followed consistently, and clients receive exceptional service at every stage of their relationship with CHPW.

This is a key role within a growing practice, with meaningful opportunities to expand responsibilities as the business scales.

Key Responsibilities

1. Client Service & Onboarding

• Participate in client onboarding meetings with the advisor to capture details and understand next steps.
• Coordinate all onboarding components including digital signatures, account applications, transfers, and required documents.
• Communicate directly with clients via email and phone to collect information and provide updates.
• Ensure onboarding tasks are completed efficiently, accurately, and consistently.
• Maintain high professionalism and warmth when interacting with high-net-worth clients.

2. Client Operations & Administrative Support

• Prepare and process trades, contributions, withdrawals, transfers, and other client requests.
• Maintain up-to-date and accurate CRM (Salesforce) and compliance records.
• Ensure all documentation meets internal and regulatory standards.
• Prepare review meeting packages, financial planning documents, and follow-up action lists.
• Assist in annual and semi-annual review cycles, ensuring KYC and compliance requirements are completed.

3. Workflow & Advisor Support

• Manage and protect the advisor's schedule by coordinating appointments and follow-ups.
• Anticipate what is needed for upcoming meetings and prepare materials in advance.
• Keep tasks moving by following up when you require information or signatures.
• Ensure the advisor is aware of upcoming deadlines, outstanding items, and client-related tasks.
• Support the continuous improvement of operational workflows and documentation.

4. Technology & Systems

• Work efficiently across CRM tools, planning software, portfolio systems, and digital signature platforms.
• Learn new tools quickly and help optimize internal processes for efficiency.
• Support improvements to SOPs to reduce errors and enhance client experience.

What Success Looks Like (12–18 Months)

• Client onboarding is smooth, consistent, and nearly hands-free for the advisor.
• Client service tasks are completed accurately and proactively.
• CRM, compliance, and documentation are always up-to-date and error-free.
• The advisor has more time for financial planning, relationship-building, and business growth.
• You feel like a true partner in delivering an elite client experience.
• You have established yourself as the operational backbone of the Burlington office.

Required Skills & Attributes

• Exceptional attention to detail and accuracy.
• Strong written and verbal communication skills with clients and colleagues.
• High ownership mentality — you take initiative, follow through, and keep projects moving.
• Organized, structured, and comfortable working with processes and systems.
• Ability to manage multiple tasks with competing deadlines.
• Tech-savvy and comfortable learning new systems quickly.
• Self-directed, solutions-oriented mindset — you bring ideas, not just problems.
• Professionalism and confidence when interacting with high-net-worth clients.

Preferred Experience

(Not required — we are open to the right candidate with transferable skills.)

• Experience in financial services, wealth management, insurance, or investment operations.
• Experience preparing client documentation or handling account-related workflows.
• Familiarity with CRM systems (Salesforce experience is a plus).
• Exposure to compliance, KYC, or regulatory documentation.

Compensation & Growth Path

• Compensation commensurate with experience and capability.
• Opportunity for increased responsibility and compensation as the practice grows.
• Potential to grow into Senior CSA, Associate, or Operations Lead roles depending on performance.

Why Join CHPW?

• Work directly with the lead advisor and play a meaningful role in shaping the client experience.
• Become part of a growing, modern wealth practice with strong values and exceptional service standards.
• Join a supportive environment where attention to detail, initiative, and professionalism are recognized.
• Be part of a practice that blends innovative investments with holistic planning.
• Experience genuine career growth opportunities as CHPW continues to expand.

How to Apply

To apply, please submit:

• Your resume
• A brief note explaining why you believe you're a strong fit for this role
• Optional (strongly encouraged): An example of a process you improved or streamlined in a previous role

Please send your application to