Job Description

Job Description:

Our client within investment management requires a Private Client Service Associate to join their team. This role will support a Portfolio Manager and the team in delivering exceptional service to high-net-worth and high-profile clients. This role combines relationship management support, portfolio administration, operational execution, and scheduling within a collaborative team environment. The ideal candidate will demonstrate strong attention to detail, professionalism, and a client-first mindset.

Responsibilities:

  • Manage the full lifecycle of client account documentation, onboarding, transfers, and ongoing updates
  • Process account-related transactions, including cheques, wires, contributions, and disbursements
  • Maintain accurate client records and documentation in CRM systems
  • Liaise with internal departments to ensure seamless execution and compliance
  • Prepare daily, quarterly, and annual client reporting packages, ...

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