Client Services Associate

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 bo...