Job Description
Deliver exceptional client service as a Senior Investment Associate. Manage operations, mentor staff, and ensure effective product coordination in a dynamic environment.
This hands-on role emphasizes leadership, client support, and operational oversight. You will collaborate with both Advisors and external partners, leading a team of Associates to ensure timely execution of services and solutions. Your detail-oriented approach will drive a culture of excellence and continuous improvement.
Key Responsibilities: • Lead the preparation of client proposals and reports • Oversee lifecycle management from onboarding to compliance • Ensure transactions are executed accurately and timely • Maintain organized client records within Salesforce • Coordinate with internal teams for smooth execution
Requirements: • 5–7+ years of experience in investment operations • Proven leadership skills with team management experience • Bachelor’s degree or equivalent • CIRO Registered...
This hands-on role emphasizes leadership, client support, and operational oversight. You will collaborate with both Advisors and external partners, leading a team of Associates to ensure timely execution of services and solutions. Your detail-oriented approach will drive a culture of excellence and continuous improvement.
Key Responsibilities: • Lead the preparation of client proposals and reports • Oversee lifecycle management from onboarding to compliance • Ensure transactions are executed accurately and timely • Maintain organized client records within Salesforce • Coordinate with internal teams for smooth execution
Requirements: • 5–7+ years of experience in investment operations • Proven leadership skills with team management experience • Bachelor’s degree or equivalent • CIRO Registered...