Vancouver Advisor Services Associate Needed
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Warren Goldblum Portfolio Manager
📍 vancouver, metro vancouver regional district, Canada
Job Description
Become part of Harbourfront Wealth as an Advisor Services Associate in a hybrid capacity from Vancouver. Focus on optimizing client service and managing financial inquiries effectively.
You will be a critical team member reporting to the Manager of Advisor Support. This role requires you to manage multiple inquiries and foster strong relationships through high-quality service and follow-up. Your quick learning and attention to detail will be vital in this role.
Key Responsibilities:
• Directly manage client inquiries and resolution processes
• Train advisory teams on operational functions
• Provide updates on pending inquiries according to protocols
• Collaborate with internal and external teams for service resolution
• Monitor service requests to ensure timely responses
Requirements:
• 3-5 years in an administrative capacity within CIRO environments
• Strong knowledge of financial securities processes
• Proficient in Microsoft Office tools
• Excelle...
You will be a critical team member reporting to the Manager of Advisor Support. This role requires you to manage multiple inquiries and foster strong relationships through high-quality service and follow-up. Your quick learning and attention to detail will be vital in this role.
Key Responsibilities:
• Directly manage client inquiries and resolution processes
• Train advisory teams on operational functions
• Provide updates on pending inquiries according to protocols
• Collaborate with internal and external teams for service resolution
• Monitor service requests to ensure timely responses
Requirements:
• 3-5 years in an administrative capacity within CIRO environments
• Strong knowledge of financial securities processes
• Proficient in Microsoft Office tools
• Excelle...