Associate
Core
Partner with Investment Advisors to deliver high-quality service, manage account administration, and support client onboarding for high net worth clients.
Role type
Associate Wealth Management Advisor
Builds
Client service experiences and compliant wealth management accounts
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
IR registration (CIRO), client service, account administration, regulatory compliance, CRM management, Microsoft Office proficiency
Preferred skills
RBC Dominion Securities experience, Salesforce experience, AI tools proficiency
Responsibilities
Serve as primary contact for client inquiries, execute account opening and onboarding, manage day-to-day account administration, audit contact service plans, cross-train on service knowledge
Seniority
Mid-level, hands-on IC
Sourced via workday · Listed on CareerPlan, which tracks 854,000+ jobs from 20+ sources.