Description
Become a key player in wealth management with a temporary Wealth Associate role in Vancouver. This full-time position will cover client servicing, compliance, and operational efficiencies.
This 12-month contract position requires a post-secondary education in a business discipline and at least two years of relevant experience. You will manage client transactions, ensure smooth operations, and handle client maturities with proactive communication and problem-solving. Your ability to multitask and collaborate with internal departments will be crucial.
Key Responsibilities:
• Assist clients with transactions and account openings
• Collaborate with teams for operational efficiency
• Address client issues directly and proactively
• Manage compliance checks and audits monthly
• Use CRM for detailed notes and task management
Requirements:
• Minimum 2 years in wealth management or banking
• Post-secondary educatio...
This 12-month contract position requires a post-secondary education in a business discipline and at least two years of relevant experience. You will manage client transactions, ensure smooth operations, and handle client maturities with proactive communication and problem-solving. Your ability to multitask and collaborate with internal departments will be crucial.
Key Responsibilities:
• Assist clients with transactions and account openings
• Collaborate with teams for operational efficiency
• Address client issues directly and proactively
• Manage compliance checks and audits monthly
• Use CRM for detailed notes and task management
Requirements:
• Minimum 2 years in wealth management or banking
• Post-secondary educatio...
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