Enhance your career with Harbourfront Wealth as a Private Client Associate, specializing in high-net-worth client services and investment support. Partner with experienced Portfolio Managers in a dynamic environment.
As part of the KJH Investors Private Wealth team, you will engage with clients while managing various operational tasks. This role combines customer support and operational execution, requiring a proactive, solutions-oriented candidate with at least three years of relevant experience. Excel in a fast-paced environment providing quality service and thorough documentation.
Key Responsibilities:
• Support client relationship management alongside Portfolio Managers
• Create and maintain presentations and portfolio reviews
• Coordinate the onboarding and maintenance of client accounts
• Process financial transactions and execute trades efficiently
• Liaise with departments to ensure compliance
Requirements:
• Three years of experience in private clien...