Harbourfront Wealth Management, in partnership with Cumberland Private Wealth, is seeking a Client Experience Associate to support Client Portfolio Managers with administrative and client-service duties. You will help manage client accounts, prepare materials, schedule meetings, and ensure timely delivery of reports.
Ideal candidates have 5+ years in a financial services support role, strong communication and confidentiality.
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Client Experience Specialist — Wealth Management in Toronto employer: Harbourfront Wealth Management
Teck is an exceptional employer located in the vibrant downtown Vancouver, where employees enjoy a purpose-driven work environment that prioritizes respect and inclusion. With a strong commitment to employee growth and development, Teck offers unique opportunities to engage in meaningful projects that contribute to global sustainability while surrounded by the stunning natural beauty of the Pacific Northwest. Join a team that values your contributions and supports your career advancement in a collaborative and dynamic setting.
Contact Details:
Harbourfront Wealth Management Recruitment Team
