Client Service Associate

Jobtailor; Burnaby; On-site; CAD 42,000 - 65,000; Full time

Job summary

Jobtailor in Burnaby, BC seeks an administrative professional to support Investment Advisors with diverse tasks, documentation, and client meetings.

You will create analyses, reports, and client information packages, ensure referral coding, and maintain marketing materials, while upholding compliance and delivering exceptional service.

Qualifications

• Undergraduate degree or college diploma preferred.
• Must be licensed as an Investment Representative (IR) with CIRO.
• 1–2 years of relevant experience in banking, administrative roles, or related fields.
• Strong communication and relationship-building abilities; able to work independently.
• Knowledge of wealth management or investment products is an asset.

Responsibilities

• Provide dedicated specialized administrative support to Investment Advisors on diverse assignments.
• Prepare documentation and provide updates to Investment Advisors in preparation for client meetings.
• Create reports for analysis of client accounts; communicate with clients to provide mentorship on products and services, and identify referral opportunities.
• Accept/create leads and ensure correct referral coding administration.
• Submit marketing pieces for approval, compile client information packages, maintain marketing materials.
• Become familiar with and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials.
• Provide a high level of client service which includes responding to phone, mail and electronic inquiries based on knowledge of full-service brokerage.
• Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion.
• Adhere to all policies and procedures and maintain a culture and operation of risk management.
• Use insights to continually improve individual and team performance for clients.
• Participate fully as a team member, continually improving knowledge and keeping others informed and up to date about status and progress, issues or other related activities.

Skills

Strong communication

Relationship building

Discretion

Mentorship

Administrative support

Education

Undergraduate degree or college diploma preferred

Tools

Marketing Materials Management

Client Information Packages

Job description

• Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.


• Prepare documentation and provide updates to IAs in preparation for client meetings.


• Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities.


• Accept/create leads and ensure correct referral coding administration.


• Submit marketing pieces for approval, compile client information packages, maintain marketing materials.


• Become familiar with and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials.


• Provide a high level of client service which includes responding to phone, mail and electronic inquiries based on knowledge of full-service brokerage.


• Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion.


• Adhere to all policies and procedures and maintain a culture and operation of risk management.


• Use insights to continually improve individual and team performance for clients.


• Participate fully as a team member, continually improving knowledge and keeping others informed and up to date about status and progress, issues or other related activities.

Requirements

• Undergraduate degree or community college diploma preferred


• Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)


• 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields


• Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently


• Knowledge of wealth management and/or operations is an asset


• Knowledge of investment products is an asset

Core Competencies

Demonstrates expertise in providing specialized administrative support to Investment Advisors, ensuring compliance with regulatory requirements while delivering exceptional client service. Proficient in preparing documentation, creating reports, and maintaining marketing materials to enhance client engagement and operational efficiency.

Highest-signal resume keywords

• Investment Representative (IR) License


• Client Service Excellence


• Wealth Management Knowledge


• Strong Communication Skills


• Administrative Support Experience

ATS Optimization Keywords

Hard Skills

• Documentation Preparation


• Report Creation


• Referral Coding Administration


• Client Account Analysis


• Compliance Adherence

Soft Skills

• Relationship Building


• Collaboration


• Discretion


• Mentorship

Certifications & Qualifications

• Investment Representative (IR) License

Industry Keywords

• Wealth Management


• Investment Products


• Full-Service Brokerage


• Risk Management


• Banking

Tools & Technologies

• Marketing Materials Management


• Client Information Packages