Wealth‑Focused Private Client Services Associate

Connor, Clark & Lunn Private Capital Ltd. (CC&L); Vancouver; On-site; CAD 58,500 - 71,500; Full time

Job summary

A leading investment management firm in Vancouver is seeking a Private Client Service Associate. In this role, you will support investment professionals and deliver exemplary service to high-net-worth clients. With a minimum of 5 years of experience and strong communication skills, you'll thrive in a dynamic, client-focused environment. The starting salary is $65,000 annually with additional performance bonuses.

Qualifications

• Minimum 5 years of related or transferable work experience.
• Proven accountability and initiative working on a large book of business.
• Experience working independently and in partnership with team members.

Responsibilities

• Support Investment Professional(s) in providing wealth management services.
• Manage client requests and ensure timely resolutions.
• Oversee client onboarding process to ensure positive experience.

Skills

Excellent communication skills in English

Strong administrative background

Ability to work in a dynamic environment

Client relationship abilities

Strong organization and time management

Education

Undergraduate degree or related financial services designation

Job description

A leading investment management firm in Vancouver is seeking a Private Client Service Associate. In this role, you will support investment professionals and deliver exemplary service to high-net-worth clients. With a minimum of 5 years of experience and strong communication skills, you'll thrive in a dynamic, client-focused environment. The starting salary is $65,000 annually with additional performance bonuses.