About Prime Quadrant
Prime Quadrant serves over 240+ affluent families, with approximately CAD 26 billion in Assets under Consultation*. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs.
Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious, and Humble. We love the work we are privileged to do, the wonderful group of families we are fortunate to serve, and the exceptional team we have assembled. We have been on a growth trajectory for several years. Prime Quadrant is proud to be designated one of the Best Workplaces™ in Canada.
To learn more about Prime Quadrant, please visit: https://www.primequadrant.com
Position Summary
The Senior Private Client Associate (Sr. PCA) plays a critical role in supporting client relationships, portfolio management, investment administration, and cash management activities for U.S.-based client families. Working closely with Advisors and Senior Consultants, the Sr. PCA serves as a primary point of contact for clients, manages day-to-day investment and operational activities, and provides analytical support for client portfolios.
This role requires a highly proactive, client-focused professional who can operate independently, manage significant trading and cash management activity, and navigate Schwab systems and processes with minimal supervision. The ideal candidate combines strong wealth management operations expertise with excellent client service, analytical capabilities, and sound judgment.
Key Responsibilities
Client Relationship Management
- Serve as a primary day-to-day contact for client families, responding to inquiries and coordinating service requests.
- Build and maintain strong relationships with clients, custodians, financial institutions, and external service providers.
- Prepare materials and presentation content for client meetings.
- Participate in client meetings and support ongoing client communications.
- Assist in onboarding new client relationships and account transitions.
- Coordinate meeting scheduling, follow-up actions, and client deliverables.
Portfolio Management & Investment Support
- Support portfolio construction, asset allocation analysis, and investment implementation.
- Assist with the preparation and maintenance of Investment Policy Statements (IPS).
- Perform portfolio monitoring, performance reporting, benchmarking, and investment analysis.
- Conduct portfolio modeling, cash flow forecasting, and liquidity planning.
- Support investment due diligence and Know Your Product (KYP) activities.
- Analyze traditional, alternative, and private market investments.
- Prepare investment-related analyses, reports, and recommendations for client discussions.
Trading & Cash Management
- Coordinate and execute client trades and cash movements.
- Manage client liquidity needs, including withdrawals, distributions, and funding requests.
- Assist with capital call planning and execution.
- Review trade activity to ensure accuracy and timely execution.
- Monitor account cash balances and proactively identify upcoming liquidity requirements.
- Coordinate with advisors and operations teams to facilitate investment implementation.
Reporting & Operations
- Review and reconcile client reporting using internal and external sources.
- Ensure accuracy and completeness of client data within firm systems.
- Coordinate with Operations, Investment, and Client Service teams to maintain reporting quality and operational efficiency.
- Support account administration activities, including custodial account openings and documentation review.
- Maintain accurate records within Salesforce and other firm systems.
- Identify opportunities to improve processes, reporting, and client service delivery.
Firm Contribution & Leadership
- Collaborate across teams to support strategic initiatives and projects.
- Provide coaching, training, and support to junior team members.
- Share knowledge and best practices related to wealth management operations and client service.
- Demonstrate leadership through initiative, accountability, and continuous improvement.
- Contribute ideas that enhance client experience, operational effectiveness, and business growth.
Qualifications & Experience
- Bachelor's degree in Finance, Economics, Business, Commerce, or a related field.
- 3+ years of experience in wealth management, private wealth, family office, portfolio administration, or investment operations.
- Experience working directly with clients in a service-oriented environment.
- Strong understanding of portfolio management, trading, cash management, and investment operations.
- Experience supporting high-net-worth or ultra-high-net-worth clients is preferred.
- Progress toward or completion of CFA, CIM, or a related professional designation is an asset.
Knowledge, Skills & Competencies
Technical Knowledge
- Portfolio construction and asset allocation
- Investment analysis and due diligence
- Cash flow forecasting and liquidity planning
- Capital call management
- Investment Policy Statements (IPS)
- Portfolio monitoring and performance reporting
- Wealth management operations and administration
- Know Your Product (KYP) and investment suitability principles
Technology Skills
- Schwab platform expertise strongly preferred
- Salesforce
- Addepar
- Microsoft Excel and financial analysis tools
- Wealth management reporting systems
Core Competencies
- Exceptional client service and relationship management skills
- Strong analytical, quantitative, and problem-solving abilities
- Excellent verbal, written, and presentation skills
- Attention to detail and organizational effectiveness
- Ability to manage multiple priorities in a fast-paced environment
- Sound judgment and decision-making capabilities
- Self-starter with the ability to work independently
- Collaborative team player with coaching and mentoring capabilities
- Project management and process improvement mindset
Success Profile
The successful candidate will be:
- Highly proficient in Schwab and related custodial processes.
- Comfortable interacting directly with clients and resolving issues independently.
- Experienced in managing significant trading volume and cash-management activities.
- Capable of balancing operational execution with analytical and client-facing responsibilities.
- Resourceful, proactive, and able to learn and adapt quickly.
- A trusted partner to advisors and clients, demonstrating ownership, accountability, and professionalism in all aspects of the role.
Compensation
- Competitive base salary range from $ 80,000 – 100,000 CAD.
- Performance-based bonus structure.
- Career advancement opportunities based on demonstrated performance.
- Comprehensive health benefits.
- Retirement plan.
- Up to $1,000 per annum reimbursement for relevant continuing education expenses.
- Wellness allowance up to $600 per annum.
- 3 weeks vacation per annum.
- Paid sick and personal days.
