Job Description
What we are looking for:
Under the supervision of the Senior Investment Counsellor, the Associate is primarily responsible for providing a very high quality, personalized service to our private wealth clients and supporting portfolio management and investment management activities as well as the business development of private Investment Counsellors. As a member of the private wealth service team, the incumbent will also be asked to assist other team members in their tasks.
Your responsibilities:
Client Servicing Support
Cultivate strong relationships with clients becoming the go-to person for account specific information, including portfolio investment performance, providing reports and clarifications to client’s accountant and custodian, cash contributions/withdrawals, and coordination with other departments (trading, billing, compliance, etc.). Facilitate the onboarding process for new clients and maintain existing client accounts and records....