Elevate your career with Stenner Wealth Partners+ in Vancouver as a Senior Client Associate. This role focuses on exceptional client service and proactive engagement with high-net-worth clients.
As a Senior Associate in Client Services, you will provide personalized support to affluent clients with investment assets over $10M. Key skills include account administration, client relationship management, and compliance. You will serve diverse clients, ensuring high attention to detail while meeting their financial needs over generations.
Key Responsibilities:
- Deliver exceptional service to high-net-worth families
- Oversee personal and trust investment accounts
- Process client trading instructions and transactions
- Coordinate annual tax reporting for clients
- Ensure compliance with all regulatory standards
Requirements:
- 5+ years of wealth management experience
- Must possess necessary securities licensing
- Strong understanding of investment accounts and portfolios
- Excellent communication skills with clients and advisors
- Ability to manage multiple priorities in a fast-paced environment
Bring your expertise in client service and attention to detail to Stenner Wealth Partners+.
Senior Client Associate at Stenner Wealth Partners in Vancouver employer: CGC Canaccord Genuity Corp.
Canaccord Genuity is an exceptional employer that fosters a collaborative and entrepreneurial work culture, encouraging employees to learn and grow in a fast-paced environment. With a strong commitment to diversity and inclusion, the firm offers meaningful career development opportunities and values innovative ideas that drive success. Located in Canada, the AML Analyst role provides a unique chance to contribute to a leading independent financial services firm while ensuring compliance and integrity in the securities industry.
Contact Details:
CGC Canaccord Genuity Corp. Recruitment Team
