Jobs in Canada

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Added 26 mins ago
BA
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Burkett Asset Management Limited

Client Engagement Associate

Victoria, BC, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 12, 2026
Experience: 0-2 years of experience in client service, financial services, or administrative support within a professional or regulated environment (accounting, legal services, etc.)
Posting language: English
Posted: Nov 12, 2026

Original job description

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.

Apply on LinkedIn About employer

More about this job

Responsibilities

Serve as the first point of contact for client inquiries, resolve service matters, and support account onboarding, updates, documentation, compliance tracking, and client meetings. Maintain CRM records, develop marketing and client communications, and collaborate with internal teams and external advisors on operations, regulatory work, and process improvements.

Requirements

The role seeks candidates with 0–2 years of client service, financial services, or professional administrative experience, along with strong communication, analytical, organizational, and time-management skills. A Canadian Securities Course or willingness to complete it is required, as are proficiency with Microsoft Office, integrity, and careful attention to detail; investment operations knowledge is an asset.

Skills

Client Service
Client Communication
Account Administration
Attention To Detail
Microsoft Office
Excel
Word
PowerPoint
Outlook
Analytical Skills
Organization
Time Management
Know Your Client (KYC)
Compliance Record-Keeping
Investment Operations

Benefits

Bonus
Incentive Program
Professional Development
RRSP Matching
Company Social Events
Health And Dental Benefits
Meal Allowance
On-Site Parking
Paid Time Off
Flexible Summer Fridays

Visa sponsorship

Not detected in the job text

Keywords

Investment Management
Client Engagement
Client Service
Portfolio Management
Canadian Securities Course
Microsoft Office
Excel
Word
PowerPoint
Outlook
Know Your Client (KYC)
Trusted Contact Person (TCP)
Account Onboarding
Account Administration
Investment Operations
Trading
Liquidity Needs
Compliance
Regulatory Filings
Audits
Client Communications
Marketing Materials
Business Development
Process Improvement
Financial Services
Fiduciary Duty

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Work requirements

Jobs in Canada