Wealth Operations Associate

Purpose Investments; Vancouver; Hybrid; CAD 65,000 - 80,000; Full time

Benefits offered by this job

Equity program

Hybrid work model

Health & dental benefits

Life insurance

Lifestyle Spending Account

Generous paid time off

Parental leave

Tuition support

Job summary

Purpose Investments is hiring an Associate to support client servicing in a fast-paced wealth management environment. You will handle account applications, transfers, and documentation workflows, collaborating with Investor Specialists to ensure accuracy and timely processing.

As routine processing shifts toward AI-assisted workflows, you will own exceptions, client relationships, and judgment calls to maintain the operation's trustworthiness. Prior wealth management experience is a plus.

Qualifications

• 2-4 years of client servicing or operations experience.
• Excellent client service and verbal/written communication.
• Strong analytical and problem-solving skills.
• Ability to explain complex ideas clearly.
• Ability to prioritize and manage multiple tasks in a fast-paced setting.
• Experience in wealth management or financial services, cross-functional collaboration.
• Familiarity with SQL and Excel for data analysis.
• Exposure to process improvement or automation projects.

Responsibilities

• Assist with handling client account applications, trade requests, and documents.
• Manage account transfers between institutions for smooth client transitions.
• Coordinate with Investor Specialists on estate account settlements and documentation.
• Monitor daily cash movements and fund valuations for accuracy.
• Collaborate with Investor Specialists to resolve unresolved issues efficiently.
• Liaise with external stakeholders to address issues and risks.
• Support projects aimed at improving service delivery and automation.
• Maintain a client-centric approach and go the extra mile for clients.

Skills

Client servicing

Analytical thinking

Communication

Multi-tasking

Wealth management knowledge

SQL

Excel

Attention to detail

Deadline-driven

Education

Canadian Securities Course (CSC)

Tools

SQL

Excel

Job description

Purpose Investments is hiring an Associate to support client servicing in a fast-paced wealth management environment. You will handle account applications, transfers, and documentation workflows, collaborating with Investor Specialists to ensure accuracy and timely processing.

As routine processing shifts toward AI-assisted workflows, you will own exceptions, client relationships, and judgment calls to maintain the operation's trustworthiness. Prior wealth management experience is a plus.