Client Experience Specialist — Wealth Management

Harbourfront Wealth Management; Toronto; On-site; CAD 52,000 - 68,000; Full time

Job summary

Harbourfront Wealth Management, in partnership with Cumberland Private Wealth, is seeking a Client Experience Associate to support Client Portfolio Managers with administrative and client-service duties. You will help manage client accounts, prepare materials, schedule meetings, and ensure timely delivery of reports.

Ideal candidates have 5+ years in a financial services support role, strong communication and confidentiality.

Qualifications

• A bachelor’s degree in business, finance, or related fields is ideal, but equivalent experience will be given consideration.
• 5+ years in an administrative or client-support role, ideally in financial services, wealth management, or a similar environment.
• Experience in financial planning is an asset.
• Registered with CIRO as an Investment Representative (IR) or Registered Representative (RR) or meets the requirements to register.
• Comfortable with tools like Microsoft Office (Word, Excel, Outlook, Teams) and learning other systems.

Responsibilities

• Respond promptly and effectively to requests from clients, advisors and CPMs.
• Complete new client account openings and ensure annual maintenance of existing accounts is accurate, up to date, and compliant with internal policies.
• Support CPMs in all aspects of client relationship management, including preparing materials, scheduling, and organizing client meetings (in person or online).
• Ensure that all reports and documents presented to clients (monthly, quarterly and annually) reflect information that is both complete and of the highest quality, and are produced and delivered within the required timelines.
• Collaborate with other team members in business development initiatives, special events and process improvement projects.
• Provide reception coverage and event support as required.

Skills

Client support

Interpersonal skills

Communication

Problem solving

Organization

Adaptability

Confidentiality

Reception/coordination

Education

Bachelor's degree in business/finance

Tools

Microsoft Office

Job description

Harbourfront Wealth Management, in partnership with Cumberland Private Wealth, is seeking a Client Experience Associate to support Client Portfolio Managers with administrative and client-service duties. You will help manage client accounts, prepare materials, schedule meetings, and ensure timely delivery of reports.

Ideal candidates have 5+ years in a financial services support role, strong communication and confidentiality.