Investment Client Associate Opportunity
H
Hunter Mercantile
📍 toronto, on, Canada
Job Description
Join a prestigious wealth management firm as an Investment Client Service Associate in Etobicoke. This role focuses on relationship building and administrative support for High Net Worth clients in a friendly environment.
The position is perfect for individuals with over 5 years of investment industry experience, focused not on becoming an advisor but on client service excellence. As you nurture client relationships and handle essential administrative tasks, your contributions will play a vital role in client satisfaction. Experience a fruitful career in a supportive, low-stress atmosphere.
Key Responsibilities:
• Support Senior Investment Advisor administratively
• Engage with High Net Worth clients as the primary contact
• Onboard clients and update KYC documents
• Prepare materials for client meetings and follow-ups
• Execute trades and manage transaction records
Requirements:
• Minimum 5 years in CIRO dealer setting
• Completion of Canadian Securities ...
The position is perfect for individuals with over 5 years of investment industry experience, focused not on becoming an advisor but on client service excellence. As you nurture client relationships and handle essential administrative tasks, your contributions will play a vital role in client satisfaction. Experience a fruitful career in a supportive, low-stress atmosphere.
Key Responsibilities:
• Support Senior Investment Advisor administratively
• Engage with High Net Worth clients as the primary contact
• Onboard clients and update KYC documents
• Prepare materials for client meetings and follow-ups
• Execute trades and manage transaction records
Requirements:
• Minimum 5 years in CIRO dealer setting
• Completion of Canadian Securities ...