Wealth Client Services Associate — Hybrid & Benefits

King Street Associates; Kirkland; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work arrangement

Competitive bonus opportunities

Benefits package

Job summary

King Street Associates, a Montreal-based wealth management firm, seeks a Client Service Associate to support Portfolio Managers and operations, handling client requests and account administration.

The role emphasizes organization, meticulous record-keeping, and direct client interaction. Experience in wealth management is a plus, but strong transferable skills and a willingness to learn are welcome.

Qualifications

• Experience in client service, administration, or professional environment where accuracy and follow-through are essential.
• A university or college degree, or equivalent combination of education and experience.
• Familiarity with investment accounts, financial services, or regulated environments is an asset.
• Strong client service skills with professionalism and judgment to communicate effectively.

Responsibilities

• Deliver high-quality client service and operational support to clients, Portfolio Managers, and operations daily.
• Coordinate account opening and onboarding processes, documentation, asset transfers, and follow-ups.
• Manage electronic-signature workflows end-to-end and escalate issues as needed.
• Review and reconcile daily client activity reports and flag discrepancies.
• Maintain accurate client information and CRM records; ensure timely follow-ups.

Skills

Client service

Administration

Financial services

Attention to detail

Communication

Problem solving

Tech proficiency

Bilingual EN/FR

Education

University or college degree

Tools

Microsoft Excel

Microsoft Word

CRM software

Job description

King Street Associates, a Montreal-based wealth management firm, seeks a Client Service Associate to support Portfolio Managers and operations, handling client requests and account administration.

The role emphasizes organization, meticulous record-keeping, and direct client interaction. Experience in wealth management is a plus, but strong transferable skills and a willingness to learn are welcome.