pcm
Private Client Service Associate
Vancouver, British Columbia, Canada
Sponsorship not specified$60k-$85kDetected 27 days ago
OnboardingResearchCommunicationProblem SolvingTime Management
About the role
- Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service.
- Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our client.
- In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients.
Responsibilities
- Support Investment Professional(s) in providing first-class wealth management services to our clients
- Maintain expert knowledge on firm's offerings and investment practice assisting with complex inquiries
- Manage the schedule of client meetings and prepare client meeting materials
- Through a combination of superior client-relationship abilities and extensive market and product knowledge, you will support Investment Professionals addressing the needs of clients and financial advisors.
Requirements
- An undergraduate degree or a related financial services designation is an asset
- Minimum 5 years of related or transferable work experience
- Strong administrative background and in-depth knowledge of the regulatory requirements of the financial industry
- Strong analytical skills and ability to handle complex financial data
- Proven accountability, initiative and success working on a large book of business
- The ability to work in a dynamic and fast paced environment requiring strong organization, time management and prioritization skills
- Experience working independently, as well as in partnership with other team members
Compensation
- The salary range for this position is $60,000-$85,000.
Benefits
- Actively engage in ongoing learning and development to continuously improve skills and knowledge
Company info
- We are looking a Private Client Service Associate for an existing vacancy in our our Vancouver office.
This listing is sourced directly from pcm's careers page and normalized into a canonical job model.