Job opportunity
Client Services Associate
Watson Investments
Watson Investments is a family-owned wealth management firm based in downtown Oakville. Since 1991, we have helped individuals, families, and business owners across Canada grow and protect their wealth through every stage of life. We provide personalized, concierge-style financial planning with a focus on retirement, estate planning, tax-efficient strategies, and intergenerational wealth transfer. Our firm is built on trust, transparency, and a long-term commitment to helping clients make informed financial decisions.
What You Will Do
Account Operations & Processing
Process a range of client transactions, including trades, transfers, contributions, withdrawals, and payments
Complete documentation for account openings, updates, transfers, and ongoing maintenance
Navigate multiple systems to gather, verify, and update client information
Support advisors by responding to client calls and emails
Prepare materials and documentation for client meetings
Special Projects & Administration
Coordinate tax season documentation and requests
Support estate settlement processes and related paperwork
What You Bring
Comfortable working across multiple systems
Knowledge of the financial services industry
Exceptional attention to detail and accuracy
Strong problem-solving skills
Committed to outstanding client service
Ability to multitask and manage competing priorities
Enjoy being part of a collaborative, growing team
Requirements
Minimum 5 years of industry experience
Office address: 220 Randall Street, Oakville ON L6J 1P7
Watson Investments is an equal opportunity employer
Watson Investments is dedicated to fostering a diverse and inclusive workplace and is proud to be an equal opportunity employer. We welcome and encourage applications from all qualified individuals, regardless of gender, ethnicity, religion, sexual orientation or expression, disability, or age.
How to Apply
Interested candidates are invited to submit their resume via email to [email protected]. Please note that only those selected for an interview will be contacted.
#J-18808-Ljbffr
Apply on source site What You Will Do
Account Operations & Processing
Process a range of client transactions, including trades, transfers, contributions, withdrawals, and payments
Complete documentation for account openings, updates, transfers, and ongoing maintenance
Navigate multiple systems to gather, verify, and update client information
Support advisors by responding to client calls and emails
Prepare materials and documentation for client meetings
Special Projects & Administration
Coordinate tax season documentation and requests
Support estate settlement processes and related paperwork
What You Bring
Comfortable working across multiple systems
Knowledge of the financial services industry
Exceptional attention to detail and accuracy
Strong problem-solving skills
Committed to outstanding client service
Ability to multitask and manage competing priorities
Enjoy being part of a collaborative, growing team
Requirements
Minimum 5 years of industry experience
Office address: 220 Randall Street, Oakville ON L6J 1P7
Watson Investments is an equal opportunity employer
Watson Investments is dedicated to fostering a diverse and inclusive workplace and is proud to be an equal opportunity employer. We welcome and encourage applications from all qualified individuals, regardless of gender, ethnicity, religion, sexual orientation or expression, disability, or age.
How to Apply
Interested candidates are invited to submit their resume via email to [email protected]. Please note that only those selected for an interview will be contacted.
#J-18808-Ljbffr