Job opportunity
Client Services Associate Wealth Management
Harbourfront Wealth Management
Support high-net-worth clients through wealth management administration, account maintenance, and personalized service at Cumberland Private Wealth.
Harbourfront Wealth seeks a Client Services Associate on a 12–18 month contract. You will support Client Portfolio Managers with account openings, client relationship management, and coordinated client-facing activities. The position suits someone with administrative or client-support experience, strong organization, and excellent communication.
Key Responsibilities:
Respond promptly to clients, advisors, and Client Portfolio Managers
Complete new account openings and annual account maintenance
Prepare, schedule, and organize client meetings
Review and deliver accurate client reports and documents
Support business development initiatives, events, and process improvements
Requirements:
Three or more years of administrative or client-support experience
Financial services or wealth management experience preferred
CIRO Investment Representative or Registered Representative registration
Strong organizational, interpersonal, problem-solving, and communication skills
Microsoft Office proficiency and confidentiality with sensitive information
Apply your client service, account management, and communication strengths supporting Cumberland Private Wealth’s portfolio management team.
#J-18808-Ljbffr
Apply on source site Harbourfront Wealth seeks a Client Services Associate on a 12–18 month contract. You will support Client Portfolio Managers with account openings, client relationship management, and coordinated client-facing activities. The position suits someone with administrative or client-support experience, strong organization, and excellent communication.
Key Responsibilities:
Respond promptly to clients, advisors, and Client Portfolio Managers
Complete new account openings and annual account maintenance
Prepare, schedule, and organize client meetings
Review and deliver accurate client reports and documents
Support business development initiatives, events, and process improvements
Requirements:
Three or more years of administrative or client-support experience
Financial services or wealth management experience preferred
CIRO Investment Representative or Registered Representative registration
Strong organizational, interpersonal, problem-solving, and communication skills
Microsoft Office proficiency and confidentiality with sensitive information
Apply your client service, account management, and communication strengths supporting Cumberland Private Wealth’s portfolio management team.
#J-18808-Ljbffr