Client Service Associate

RaeLipskie Partnership; Southwestern Ontario; On-site; CAD 50,000 - 65,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

The RaeLipskie Partnership is seeking a full-time Client Service Associate (Advisor Assistant) to support investment advising representatives. This in‑office position focuses on client service, account processing, and strong data management.

Ideal candidates have CSC, 5–7 years of experience, and proficient Microsoft Office skills. CRM experience and a professional, proactive work ethic are essential.

Qualifications

• CSC completion or current enrollment required.
• Knowledge of stocks and bonds and how they fit within a portfolio.
• Minimum of 5–7 years of experience.
• Understanding of Canadian investor account types.
• Proficiency in Microsoft Office (Outlook, Word, Excel, Teams, PowerPoint).
• Experience using a CRM system or database software.
• Strong organizational and time management skills with a proactive approach to work.
• Professional demea-nour and strong work ethic.

Responsibilities

• Provide client service and administrative support, including account opening, transfer processing, report generation, and client meeting prep.
• Collaborate effectively as an integral member of the administrative team and maintain accurate client data.

Skills

Client service

Administrative

Interpersonal skills

Problem-solving

Time management

Organizational skills

Strong work ethic

Education

Canadian Securities Course (CSC)

Tools

Microsoft Office (Outlook, Word, Excel, Teams, PowerPoint)

CRM system

Job description

The RaeLipskie Partnership is one of the largest non-bank-owned investment counsel firms in Southwestern Ontario. We create and manage customized stock and bond portfolios focused on helping clients achieve their investment objectives. Our client-first approach is at the core of everything we do—we listen carefully and put our experience to work for our clients. For more than 35 years, we have delivered industry-leading service across Kitchener-Waterloo, Burlington, and Southwestern Ontario.

Client Service Associate (Advisor Assistant)

We are currently seeking a full-time Client Service Associate (Advisor Assistant) to support our investment advising representatives. This is an in‑office position.

Essential Functions

• Working closely with our investment advisers, you will provide client service and administrative support. Responsibilities include account opening, transfer processing, report generation, preparing for client meetings, and maintaining accurate client data.
• Collaborate effectively as an integral member of the administrative team.

Qualifications

• Completion of, or current enrollment in, the Canadian Securities Course (CSC).
• Knowledge of stocks and bonds, how they fit within an investment portfolio, and how they are traded.
• Minimum of 5–7 years of experience.
• Understanding of the various account types available to Canadian investors.
• Proficiency in Microsoft Office, including Outlook, Word, Excel, Teams, and PowerPoint.
• Experience using a client relationship management (CRM) system or database software.
• Exceptional organizational and time management skills, with the ability to manage priorities effectively and follow through on tasks.
• Strong client service, administrative, interpersonal, and problem‑solving skills, with a proactive approach to work.
• A professional demeanour and a strong work ethic.

Compensation

• The base salary range is expected to be between $50,000–$65,000, with eligibility for a discretionary bonus.