Client Services Associate

Harbourfront Wealth Management; Toronto; Presencial; CAD 55.000 - 75.000; Jornada completa

Descripción de la vacante

Harbourfront Wealth Management, in partnership with Cumberland Private Wealth, seeks a Client Services Associate to provide exceptional administrative and client-support services. You will assist Client Portfolio Managers, manage new and existing accounts, organize client meetings, and help deliver timely, accurate client reports.

The role emphasizes professionalism, confidentiality, and a focus on delivering a superior client experience across in-person, phone, and virtual channels.

Formación

• Bachelor's degree in business, finance, or related field or equivalent experience.
• 5+ years in administrative or client-support roles, preferably in financial services.
• Experience in financial planning is an asset.
• Registered CIRO Investment Representative or Registered Representative or eligible.
• Proficient with Microsoft Office and related systems.

Responsabilidades

• Respond promptly to requests from clients, advisors and CPMs.
• Open new client accounts and maintain existing accounts for compliance.
• Support CPMs with materials, scheduling, and client meetings.
• Ensure reports for clients are complete, high quality, and delivered on time.
• Collaborate on business development initiatives and events.
• Provide reception coverage and event support as needed.

Conocimientos

Interpersonal skills

Communication

Problem solving

Organization

Confidentiality

Ethics

Educación

Bachelor's degree in business/finance

Herramientas

Microsoft Office

Excel

Outlook

Teams

Descripción del empleo

Who we are:

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $22 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies.

Career Opportunity:

Cumberland Private Wealth, in partnership with Harbourfront Wealth, is a leading discretionary wealth management firm advising high-net-worth individuals, families, and foundations across Canada. We are seeking a Client Services Associate plays a key role in supporting Client Portfolio Managers (CPMs) by delivering exceptional administrative, operational, and business development support. This role ensures superior and personalized client experience through diligent account management, client service excellence, and seamless coordination of client-facing activities.

You will be responsible for:

• 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.

The ideal candidate for this position can:

• Demonstrate a commitment to ethical conduct and integrity ensuring all client interactions are handled with professionalism and trustworthiness;
• Bring an excellent attitude and a dedication to extraordinary service, consistently exceeding expectations;
• Demonstrate strong interpersonal skills, communicating effectively and collaborating across in‑person, phone, and virtual channels;
• Showcase exceptional problem-solving abilities, tackling challenges with creativity and confidence;
• Maintain strong organizational skills to effectively manage tasks and priorities;
• Excel in dynamic environments and adapt to change with ease, managing a high volume of competing priorities while maintaining focus;
• Exhibit critical thinking and outstanding communication skills, both written and verbal, to deliver clear and impactful messages;
• Uphold the highest levels of confidentiality, safeguarding sensitive information and ensuring trust in every interaction.

The ideal candidate for this position has:

• 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;

Working Conditions:

• Working hours: standard 40 hours (8:30 -5:30)
• Completion of tasks within a fixed time frame
• Occasional requirement to work overtime

Diversity and Inclusion

Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

#HFW