Client Services Associate, Advisor Support

Harbourfront Wealth Management
CA - Manitoba - Manitoba
May 20, 2025
Financial

Who we are:

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. At Harbourfront Wealth, our core values start with the belief that great people make great companies. Our head office is in downtown Vancouver with over 43 branches across Canada.

Career opportunity:

We currently have a career opportunity for a Client Service Associate, Advisor Support on a hybrid working model based out of our Winnipeg, MB 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.

You will be responsible for:

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
Monitoring all designated mailboxes for incoming inquiries
Providing professional, timely, and accurate responses to inquiries, following established SLAs
Conducting follow-ups and provide status updates, following established SLAs
Escalating pending inquiries as necessary, following established protocols
Scheduling meetings with NBIN to expedite resolution for outstanding requests
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
Closing all completed ticket items in a timely manner
Keeping up to date with corporate and industry changes, including implementing internal changes, as necessary, to further improve service levels
Participating in team meetings to address ongoing processing issues and make improvements
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
Other duties, as assigned

The ideal candidate for this position has:

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/CIROindustry operational processes, internal procedures/products, various registered and non-registered account types, documentation requirements on account opening, and systems
Excellent verbal and written communication skills
Proficiency with MS Office applications
Strong analytical skills with attention to detail
Demonstrated ability to prioritize, multitask, work within time constraints and follow-up
Demonstrated ability to work in a high volume and time-demanding environment
Demonstrated ability to learn quickly, retain information, achieve results, and thrives within a fast-paced environment
Strong analytical, problem-solving, and organizational skills
Experience working with a Securities Brokerage firm is mandatory

Salary Range:
$55,000.00 to $65,000.00 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

Diversity and Inclusion

Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. 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.

Read the full job description and apply online on the recuiter's web-site

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