Elevate your career in client services with Stenner Wealth Partners+ in Vancouver. This licensed Associate role offers a chance to engage with high-net-worth clients and manage wealth efficiently.
As a Senior Associate, you'll focus on delivering exceptional, proactive service to affluent clients while collaborating within a highly successful wealth management firm. Your expertise in investment accounts and personalized service will be critical as you manage client relationships and operational processes. This role is designed for detail-oriented professionals looking to make a significant impact in financial services.
Key Responsibilities:
- Deliver proactive service to high-net-worth clients
- Oversee account administration and maintenance tasks
- Process client transactions and trading instructions
- Coordinate annual tax reporting and documentation
- Ensure compliance with industry regulations and policies
Requirements:
- 5+ years experience in wealth management or financial advisory
- Relevant securities licensing required
- Strong knowledge of investment account types
- Proven ability to manage complex client inquiries
- Exceptional attention to detail and organizational skills
Become an invaluable resource in client services at Stenner Wealth Partners+ while enhancing your professional journey.
Client Services Associate at Stenner Wealth Partners+ in Vancouver employer: Canaccord Genuity Group Inc.
Canaccord Genuity is an exceptional employer that fosters a dynamic and collaborative work culture, encouraging innovation and professional growth. With a commitment to diversity and inclusion, employees are empowered to thrive in a fast-paced environment while delivering outstanding service to clients. Located in Canada, the firm offers competitive salaries and comprehensive benefits, making it an attractive choice for those seeking meaningful and rewarding careers in the financial services industry.
Contact Details:
Canaccord Genuity Group Inc. Recruitment Team
