Job Title

Our client is a renowned asset management firm serving clients across the nation. They are currently searching for an experienced Senior Client Service Associate to support a team of Portfolio Managers. The ideal candidate will bring previous experience in the investment industry, a strong knowledge of mutual funds practices, and a passion for providing exceptional client and administrative support in a fast-paced environment.Location: Vancouver, BCExpected Salary Range: $55,000 - 65,000 per year, commensurate with experience and skillsetWork Arrangement: HybridResponsibilities:Provide exceptional customer service and experience to new and existing clients, responding to their requests and questions on a timely basis.Own the client relationship and onboarding process.Communicate and work effectively with Portfolio Managers and Associates.Assist in the production, mailing and tracking of quarterly reports and other marketing materials.Ensure accurate and timely administration of client account openings and closings.Administer client Registered Plan contributions, payments, transfers and withdrawals.Ensure proper settlement and delivery for pending plan transfers.Manage internal system for daily task management and client record-keeping.Alongside day-to-day tasks, help deliver project work that arise.Requirements:Bachelors degree in Finance, Accounting or an equivalent discipline3+ years of experience directly supporting Portfolio ManagersSuccessful completion of Canadian Securities CourseIn depth experience and knowledge of the administration of registered plans such as RRSPs, RRIFs, LIFs, TFSAs TFSPs etc. (required)Accounting or bookkeeping background is considered an assetExperience using Salesforce is an assetExtensive Microsoft Word, Excel and PowerPoint experience including formatting, charting, importing charts and picturesExceptional time management skillsClear communication both written and verbalAbility to prioritize and multi-taskIndividuals meeting the criteria above are encouraged to submit their resume by clicking on the 'APPLY' button. McNeill Nakamoto is committed to recruiting with a focus on equal opportunity, diversity and inclusion. While we thank all candidates for their interest, only select individuals will be contacted for follow-up.WOW. FUN. PEOPLE.Learn more at