Job Description
Step into a rewarding Associate role in Private Wealth Management at Fiera Capital. Provide personalized services and support investment activities for our esteemed clients in a hybrid work environment.
As the Associate, you'll work alongside the Senior Investment Counsellor, ensuring high-quality client service and portfolio management. Your role will span client onboarding, maintaining account records, and assisting with transactions. Collaboration with team members on projects will also be part of your dynamic responsibilities.
Key Responsibilities:
• Build strong relationships and handle client queries efficiently
• Assist Investment Counsellors with transaction execution
• Review and prepare client statement packages comprehensively
• Ensure compliance documents are up to date and accurate
• Provide administrative support to constantly improve operations
Requirements:
• Bachelor’s degree in Business Administration or a related field
• Relevant experie...
As the Associate, you'll work alongside the Senior Investment Counsellor, ensuring high-quality client service and portfolio management. Your role will span client onboarding, maintaining account records, and assisting with transactions. Collaboration with team members on projects will also be part of your dynamic responsibilities.
Key Responsibilities:
• Build strong relationships and handle client queries efficiently
• Assist Investment Counsellors with transaction execution
• Review and prepare client statement packages comprehensively
• Ensure compliance documents are up to date and accurate
• Provide administrative support to constantly improve operations
Requirements:
• Bachelor’s degree in Business Administration or a related field
• Relevant experie...