Client Services Associate

Our client is a specialized wealth management firm helping individuals and families navigate the financial complexities of living, working, or relocating between Canada and the United States. The firm provides integrated cross-border financial planning, tax planning/preparation, and investment management designed to simplify complex financial situations, and help clients make informed decisions with confidence.

Our work involves supporting clients with financial lives that span multiple countries, requiring careful coordination, accuracy, and a consistent high standard of client service.

Position Overview

The Client Services Manager plays a central role in supporting the firm’s cross-border wealth management practice by managing client documentation, onboarding processes, and account management. This role ensures that client accounts are opened and maintained accurately, regulatory documentation and KYC requirements remain current, and advisors and inter...