Closed listing
Client Associate, Hayward Investment Group
- Calgary, AB, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- Posting language
- English
- Posted
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Archived listing. The details below describe a past opening.
About Hayward Investment Group
Hayward Investment Group is a boutique wealth management group that is part of CIBC Wood Gundy, and CIBC Private Wealth, a distinguished provider of wealth management services. Hayward Investment Group works with families, business owners and professionals to provide investment management and wealth planning services which allow our clients to simplify their lives.
Role Description
This Client Associate position is a high level full-time, in office role based in Calgary, AB where the successful candidate will be responsible for providing support to advisors and exceptional client service to the families we serve.
Core Responsibilities:
· Client Account Administration (New account openings, transfers, and account management).
· Advisor Support (Client meeting preparation, portfolio summaries and analytics, scheduling client meetings, client service requests).
· Trading Support (Basic trade execution, processing advisor directed trades).
· Client Experience (Timely processing of client instructions, documentation tracking, compliance documents).
· This role requires attention to detail, proactive communication, and a commitment to enhancing the client experience.
Qualifications
· Experience supporting private wealth advisors.
· Strong accuracy and compliance discipline.
· Strong client services and customer service skills to ensure client satisfaction and address client inquiries effectively.
· Excellent communication skills, both verbal and written, for engaging with clients and team members professionally.
· Proficiency in organizational tools and software, with knowledge of the financial services industry being an asset.
· Ability to work independently while collaborating in a team environment to meet multiple deadlines.
· An educational background in finance, business, or a related field is preferred.
More about this job
Responsibilities
Administer client accounts, support advisors with meeting preparation, portfolio summaries, scheduling, and service requests, and assist with basic trade execution. Process client instructions and compliance documentation accurately and promptly while helping enhance the client experience.
Requirements
Experience supporting private wealth advisors, strong client service and communication skills, accuracy, and compliance discipline are sought. Candidates should be organized, able to work independently and collaboratively while meeting deadlines, and preferably have an educational background in finance, business, or a related field.
Skills
- Client Account Administration
- New Account Openings
- Account Transfers
- Account Management
- Advisor Support
- Client Meeting Preparation
- Portfolio Summaries and Analytics
- Meeting Scheduling
- Trade Execution
- Client Service
- Compliance Documentation
- Attention to Detail
- Proactive Communication
- Written and Verbal Communication
- Organization
- Deadline Management
Visa sponsorship
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Categories
- Finance & Accounting
- Customer Service & Support
- Administrative
Keywords
- Private Wealth
- Wealth Management
- Investment Management
- Wealth Planning
- Client Account Administration
- Account Openings
- Account Transfers
- Account Management
- Advisor Support
- Portfolio Summaries
- Portfolio Analytics
- Trade Execution
- Client Service
- Customer Service
- Compliance
- Client Instructions
- Documentation Tracking
- Financial Services
- Finance
- Business
- Communication
- Organization
- Deadline Management