Client Services Associate

2 months ago

Burlington, Canada Wellington-Altus Full time

Client Services Associate

Location: This in-office position will, based out of our Burlington location.

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 more than $30 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 2024 Brokerage Report Card.

The Team:

is a key partner with one of Canada’s fastest-growing premier independent wealth management firms, Wellington-Altus Private Wealth. The 2023 “Investment Executive Broker Report Card” ranked Wellington-Altus as the #1 firm in Canada. The Waterfront Group serves the top 1% of wealthy Canadians and is proud of its high client retention rate.

The opportunity:

, based out of our Burlington office, is currently looking for a Client Services Associate to join their team 

Reporting to the Senior Investment Advisor at , the Client Services Associate provides high-level executive support to Investment Advisors and ensures the smooth operation of administrative functions within the team. Leveraging their industry knowledge, the incumbent will act as a key resource person for clients by building and strengthening client relationships and ensuring the highest client satisfaction.

If you are a relationship-building professional with strong organizational skills, excellent communication and are a proactive problem-solver, we are waiting to hear from you

Key responsibilities include:

Relationship Management & Client Consultation

Building and maintaining strong relationships with clients through regular communication, responsiveness, and proactive support.

Addressing client inquiries, concerns, and service requests in a timely and professional manner.

Acting as a resource person for clients (i.e. generating specialized reports, questions about specific products, etc.)

Managing and overseeing complex tasks, maintaining key client relationships to ensure high-quality service and successful project outcomes.

Working with Advisors to develop and distribute client communication and marketing pieces.

Lead Advisor Support

Utilizing a high degree of professionalism and initiative to anticipate and meet the needs of the Advisors.

Providing executive administrative support to the Lead Advisors.

Managing and prioritizing Advisors calendar and ensure preparation for meetings and presentations with appropriate materials.

Coordinating, managing, and assisting with the planning and execution of internal and external meetings and events.

Handling confidential and sensitive information with discretion and professionalism.

Managing, developing, maintaining various electronic files, databases and internal file structures.

Coordinating travel arrangements, including flights, accommodations, and transportation.

Client Portfolio Management

Processing unsolicited trades and providing quotes.

Processing a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers).

Account processing (converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.).

Assisting in preparing advisors for client meetings, including preparation of account opening documentation, product research, etc.

Following up relating to all client transactions to ensure proper processing and minimization of errors.

Performing other duties as assigned.

The ideal candidate will possess:

A bachelor’s degree or diploma in business administration, office management, or similar field of study. A minimum of 5 years of administrative or executive assistant experience. A minimum of 2+ years’ experience in a client-service facing role. A minimum of 2-5 years’ financial services industry experience working in a high growth environment. Equivalent combination of education and experience may be considered. Experience in the wealth management or other regulated industry is a strong asset.

IIROC licensing requirements, including completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) as well as active registration as an Investment Representative (IR) is a strong asset.

A commitment to fulfilling Continuing Education (CE) requirements.

Proficiency with the MSOffice suite, including Word, Powerpoint, Teams, and Outlook with a strong emphasis on Excel (manipulating and organizing data sets, presenting data, etc.).

Experience with financial planning software is an asset.

Experience with industry research and reporting software such as Thomson, Morningstar and Croesus is a strong asset.

Proven ability to manage multiple tasks and prioritize effectively in a fast-paced environment.

Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.

An ability to maintain the highest levels of confidentiality with discretion.

An excellent attitude and commitment to providing extraordinary service.

Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).

Strong organizational skills with an excellent attention to detail.

A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.

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:

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