Client Associate

Your role

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Your team

You’ll be working within a WMA branch office where we provide advice-based solutions. Our financial
advisors deliver a fully integrated set of products and services specifically designed to address the needs of
ultra-high net worth and high-net worth individuals and families.

Your expertise

• series 7 and 66 licenses (for registered CSAs only)
• ideally one year of experience in client service, within the finance sector
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite