Associate
Core
Provide ongoing service and support to clients, manage client accounts, and assist Investment Advisors in managing portfolios and wealth management planning.
Role type
Associate (Client Service & Operations)
Builds
Client relationships and account administration
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client communication, problem resolution, account administration, fund processing, documentation management, client segmentation, new client acquisition support
Preferred skills
CIRE certification, post-secondary education, Dominion Securities experience
Technologies
Microsoft Office Suite
Responsibilities
Manage incoming communications from clients and advisors; respond to client account inquiries; process incoming and outgoing funds; coordinate client meetings; prepare materials for advisors; process account opening and maintenance documentation; support client segmentation exercises; support new client acquisition.