Wealth Management Associate: Client Services & Onboarding

Humans of HR; Vancouver; On-site; CAD 55,000 - 85,000; Full time

Job summary

Humans of HR in Vancouver is assisting a top financial services firm to hire a Wealth Management Associate. This is a great opportunity for someone pursuing a long-term career in wealth management within a financial environment.

A degree or designation in financial services is considered an asset, and the role emphasizes client service, administration, and supporting onboarding and CRM systems. The position is based in Vancouver with regular day-to-day duties supporting senior professionals.

Qualifications

• Experience in financial services is preferred or CSC is an asset.
• MS Office skills, especially Excel, Outlook and PowerPoint.
• Experience with Salesforce or another CRM is an asset.
• A degree or designation in financial services is considered an asset.

Responsibilities

• Supporting a team of senior professionals with day-to-day administration
• Coordinating meetings, schedules and follow-ups
• Preparing client documentation and meeting materials
• Supporting client onboarding and account-related processes
• Responding to client requests and providing a high level of service
• Maintaining accurate information within internal systems
• Assisting with business development and tracking prospective clients
• Supporting internal projects and coordinating action items

Skills

Financial services experience

Attention to detail

Multitasking

Microsoft Office

Communication skills

Education

Degree in finance or related

Tools

Salesforce

Job description

Humans of HR in Vancouver is assisting a top financial services firm to hire a Wealth Management Associate. This is a great opportunity for someone pursuing a long-term career in wealth management within a financial environment.

A degree or designation in financial services is considered an asset, and the role emphasizes client service, administration, and supporting onboarding and CRM systems. The position is based in Vancouver with regular day-to-day duties supporting senior professionals.