Burkett Asset Management is a fast-growing independent investment management firm based in Victoria, British Columbia managing more than $500 million dollars on behalf of institutions, other advisors, and high net-worth clients across a number of diversified strategies.
The firm is registered under NI 31-103 in the category of Portfolio Manager with the British Columbia, Alberta, Saskatchewan, Manitoba, Yukon and Ontario Securities Commissions. Our robust category of registration commands that we act solely in our client’s best interest as legal fiduciaries and is a point of pride and professional ethics as we go about our work.
Job Overview
Burkett Asset Management is seeking a Client Engagement Associate to join its growing team. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication skills, proficiency with technology and high attention to detail.
The Client Engagement Associate will support the day-to-day management of clients as the first point of contact for all non-investment related inquiries. This is a role designed for individuals who are detail-oriented, procedurally driven, and committed to delivering exceptional service. The Client Engagement Associate will also support the Portfolio Managers as required on ad-hoc tasks.
Key Responsibilities
- Serve as the first point of contact for all client communications and manage the central service inbox
- Ensure end-to-end resolution of client service matters, coordinating across departments as needed
- Support client account administration, including onboarding, updates, and documentation with custodians and internal systems
- Assist with compliance-related tracking and record-keeping, including Know Your Client (KYC) and Trusted Contact Person (TCP) information
- Prepare for and attend client meetings, ensuring accurate documentation and timely follow-up on action items
- Maintain and leverage the CRM tool for tracking client interactions and managing business development efforts
- Develop and maintain marketing materials and campaigns, including, blog updates, brochures, and surveys.
- Participate in firm-wide projects and process improvements, contributing a client-first perspective to organizational development
- Collaborate with operations, compliance, and external advisors to ensure smooth firm operations, including regulatory filings and audits
- Contribute to client communication efforts, including presentations, market updates, and reporting materials
Job Requirements
A career in Investment Management is challenging and fast-paced. A high regard for accuracy and attention to detail are essential. Preference will be given to applicants who meet the following requirements:
- 0-2 years of experience in client service, financial services, or administrative support within a professional or regulated environment (accounting, legal services, etc.)
- Canadian Securities Course or willingness to complete
- Strong proficiency with Microsoft Office (Excel, Word, PowerPoint, and Outlook)
- Strong analytical skills, process oriented
- Excellent communication skills, both written and verbal, with the ability to present complex ideas clearly and effectively
- Highly organized with strong time management skills and the ability to manage multiple priorities
- Clear understanding of investment operations an asset (trading, account opening, liquidity needs, etc.)
- Integrity and ethics second to none
Job Type & Location
- Full-time (Monday to Friday), on-site
- Victoria, BC: reliably commute or plan to relocate before starting work (required)
- Willingness to occasionally work beyond a normal work schedule to meet seasonal/peak workloads and deadlines
Benefits
- Competitive salary: ($60,000 - $80,000) plus bonus
- Incentive program
- Professional development
- RRSP matching, when eligible
- Company social events
- Comprehensive health and dental benefits
- Meal allowance for extended working hours
- On-site parking
- Paid time off
- Flexible summer Fridays (varies based on business needs)
- Opportunity to be a member of a growing, entrepreneurial firm with long-term career potential
- A collaborative and flexible work environment that values both professional excellence and quality of life
- Close-knit office culture
We thank all applicants; however, only those selected for further consideration will be contacted.
