Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management.
We are a fast-growing CIRO registered securities dealer with over 10 billion in assets.
The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals.
Our head office is in downtown Vancouver with over 43 branches across Canada.
We currently have a career opportunity for a Client Service Associate, Advisor Support on a hybrid working model based out of our Vancouver, BC office.
We are looking for a highly motivated, high performing, results driven candidate who will report to the Manager, Advisor Support.
This highly motivated candidate must take personal responsibility for building solid relationships and must have a passion for providing high quality customer service.
Acting as the subject matter expert on Custodian (NBIN) back-office processes & platforms
Acting as the subject matter expert on all day-to-day services for client related inquiries:
such as deposits, withdrawals, transfers, internal Harbourfront systems and provide demos as required
Pivoting between multiple priorities and urgent tasks
Liaising with internal teams and/or external vendors, as necessary, to complete all service inquiries
Identify and assessing patterns within the Advisor Support department
Conducting training for advisory teams
Keeping up to date with corporate and industry changes, including implementing internal changes, as necessary, to further improve service levels
Seeking advisory branch feedback to help improve services
Assisting special projects and other internal departments, as necessary, to help maintain adequate servicing across the firm
Previous knowledge of National Bank Independent Network back-office process and various applications
~3-5 years of administrative experience, back-office experience in a CIRO firm environment is strongly preferred
~ Thorough knowledge of securities/CIRO industry operational processes, internal procedures/products, various registered and non-registered account types, documentation requirements on account opening, and systems
~ Proficiency with MS Office applications
~ Diversity and Inclusion
Diversity is an important value to us.
This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.
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