Client Services Associate

About the role...

This role is a member of a client team and works closely with advisors, custodians, and external professionals. It’s a great opportunity for someone who enjoys problem-solving, thrives in a collaborative environment, and wants to grow in the investment advisory space. Due to the collaborative nature of the role, the position is in office but my client offers flexibility to work remotely when life warrants.

Initial responsibilities include :

• Support client service and account administration
• Coordinate transactions like cash flows, asset transfers, and trades
• Prepare client reports and meeting materials
• Manage documentation and client records
• Communicate with custodians and outside advisors
• Contribute to team-wide projects and office operations

Qualifications :