Client Focused Associate At Wellington Altus Quebec City

Advance your career as a Client-Focused Associate with Wellington-Altus in Ottawa. Support Senior Wealth Advisors while delivering essential client services and managing financial transactions with precision.

At Wellington-Altus, you will assist in pivotal administrative tasks and account management, ensuring accurate transaction processing and exceptional client support. This role requires a blend of customer service skills and financial knowledge, ideal for those with a background in wealth management and a drive for excellence.

Key Responsibilities

• Build robust client relationships through responsive communication
• Prepare materials for client meetings and documentation
• Complete various account processing tasks accurately
• Process client transactions, ensuring high accuracy levels
• Maintain documentation for compliance with firm policies

Requirements

• 3+ years’ experience in wealth manageme...