Wealth Management Client Services Pro

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

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.