Client Service Associate at Wellington-Altus

Elevate your career as a Client Service Associate with Wellington-Altus in Ottawa. This role centers on supporting Senior Wealth Advisors while managing financial transactions and delivering exceptional client services.
At Wellington-Altus, you will engage in vital administrative and account management tasks. Your responsibilities will include precise transaction processing and building strong client relationships. The ideal candidate will possess a solid foundation in customer service and financial knowledge, especially within wealth management, contributing to a thriving client experience.
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 man...