Accounting & Finance

Private Wealth Associate for KYC & Client Service(Contract)

Leith Wheeler Investment Counsel Ltd.

Vancouver · Metro Vancouver Regional District · Canada

Leith Wheeler Investment Counsel Ltd. in Vancouver seeks an Associate to join our Private Clients team on a 15-month maternity leave contract.

The role supports Portfolio Managers, manages KYC documentation, and coordinates administrative, operational, and investment tasks to deliver outstanding client service. You will maintain client data in CRM, process account changes, and liaise with internal teams and external partners to resolve client issues, while upholding regulatory standards and a

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Reference: WJ-291_11296622

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