Client Services Associate

Watson Investments; Oakville; On-site; CAD 50,000 - 75,000; Full time

Job summary

A leading wealth management firm in Oakville is seeking an experienced Operations Specialist to manage client transactions, coordinate documentation, and support a collaborative team. The ideal candidate will have over 5 years in the financial services industry, exceptional problem-solving skills, and a commitment to outstanding client service. This position values attention to detail while maintaining efficiency in a diverse and inclusive workplace.

Qualifications

• 5+ years of industry experience required.
• Experience in financial services industry is beneficial.
• Comfortable working with multiple systems.

Responsibilities

• Process client transactions: trades, transfers, contributions, etc.
• Coordinate documentation for client meetings and tax seasons.

Skills

Client transaction processing

Attention to detail

Problem-solving

Client service

Multitasking

Collaboration

Job description

Watson Investments is a family-owned wealth management firm based in downtown Oakville. Since 1991, we have helped individuals, families, and business owners across Canada grow and protect their wealth through every stage of life. We provide personalized, concierge-style financial planning with a focus on retirement, estate planning, tax-efficient strategies, and intergenerational wealth transfer. Our firm is built on trust, transparency, and a long-term commitment to helping clients make informed financial decisions.

What You Will Do

Account Operations & Processing

• Process a range of client transactions, including trades, transfers, contributions, withdrawals, and payments
• Complete documentation for account openings, updates, transfers, and ongoing maintenance
• Navigate multiple systems to gather, verify, and update client information
• Support advisors by responding to client calls and emails
• Prepare materials and documentation for client meetings

Special Projects & Administration

• Coordinate tax season documentation and requests
• Support estate settlement processes and related paperwork

What You Bring

• Comfortable working across multiple systems
• Knowledge of the financial services industry
• Exceptional attention to detail and accuracy
• Strong problem-solving skills
• Committed to outstanding client service
• Ability to multitask and manage competing priorities
• Enjoy being part of a collaborative, growing team

Requirements

• Minimum 5 years of industry experience

Office address: 220 Randall Street, Oakville ON L6J 1P7

Watson Investments is an equal opportunity employer

Watson Investments is dedicated to fostering a diverse and inclusive workplace and is proud to be an equal opportunity employer. We welcome and encourage applications from all qualified individuals, regardless of gender, ethnicity, religion, sexual orientation or expression, disability, or age.

How to Apply

Interested candidates are invited to submit their resume via email to [e-mail]. Please note that only those selected for an interview will be contacted.