Client Associate, Hayward Investment Group
- Calgary, AB, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
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.
Applicants
Please send a resume and cover letter to Michael.Hayward@cibc.com.
More about this job
Responsibilities
Administer client accounts, support advisors with meeting preparation, portfolio summaries, scheduling, and service requests, and process basic advisor-directed trades. Track client instructions and compliance documentation while providing timely, attentive service to the families served.
Requirements
Candidates should have experience supporting private wealth advisors, strong accuracy and compliance discipline, and excellent client service and written and verbal communication skills. They should be organized, able to work independently and collaboratively while managing deadlines, and proficient with organizational tools; finance, business, or a related educational background is preferred.
Skills
- Private Wealth Advisor Support
- Client Account Administration
- New Account Openings
- Account Transfers
- Account Management
- Client Meeting Preparation
- Portfolio Summaries And Analytics
- Meeting Scheduling
- Trade Execution
- Client Service
- Compliance Documentation
- Attention To Detail
- Proactive Communication
- Organization
- Deadline Management
- Team Collaboration
Visa sponsorship
Not detected in the job text
Hiring contact
Michael Hayward
Hiring contact email
Michael.Hayward@cibc.com
Categories
- Finance & Accounting
- Customer Service & Support
- Administrative
Keywords
- Wealth Management
- Private Wealth
- Financial Services
- Investment Management
- Wealth Planning
- Client Account Administration
- Account Openings
- Account Transfers
- Account Management
- Advisor Support
- Portfolio Summaries
- Portfolio Analytics
- Trade Execution
- Advisor-Directed Trades
- Client Service Requests
- Compliance Documents
- Client Instructions
- Client Experience
- Customer Service
- Accuracy
- Communication
- Organizational Tools
- Deadline Management
- Finance
- Business