Client Services Associate Wealth Management

Support high-net-worth clients through wealth management administration, account maintenance, and personalized service at Cumberland Private Wealth.

Harbourfront Wealth seeks a Client Services Associate on a 12–18 month contract. You will support Client Portfolio Managers with account openings, client relationship management, and coordinated client-facing activities. The position suits someone with administrative or client-support experience, strong organization, and excellent communication.

Key Responsibilities:

• Respond promptly to clients, advisors, and Client Portfolio Managers
• Complete new account openings and annual account maintenance
• Prepare, schedule, and organize client meetings
• Review and deliver accurate client reports and documents
• Support business development initiatives, events, and process improvements

Requirements:

• Three or more years of administrative or client-support experience
• Financial services or wealth management experience preferred
• CIRO Investment Representative or Registered Representative registration
• Strong organizational, interpersonal, problem-solving, and communication skills
• Microsoft Office proficiency and confidentiality with sensitive information

Apply your client service, account management, and communication strengths supporting Cumberland Private Wealth’s portfolio management team.