Private Wealth Associate for KYC & Client Service(Contract) in Vancouver

Private Wealth Associate for KYC & Client Service(Contract) in Vancouver

Vancouver Full-Time On-site
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Leith Wheeler Investment Counsel Ltd. in Vancouver seeks an Associate to join our Private Clients team on a 15-month maternity leave contract.

The role supports Portfolio Managers, manages KYC documentation, and coordinates administrative, operational, and investment tasks to deliver outstanding client service. You will maintain client data in CRM, process account changes, and liaise with internal teams and external partners to resolve client issues, while upholding regulatory standards and a

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Contact Details:

Leith Wheeler Investment Counsel Ltd. Recruitment Team