Job Title

Who we are:Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core values start with the belief that great people make great companies. Our head office is in downtown Vancouver with over 43 branches across Canada.Career opportunity: We currently have a career opportunity for a Client Service Associate, Advisor Support on a hybrid working model based out of our Winnipeg, MB office. We are looking for a highly motivated, high performing, results driven candidate who will report to the Manager, Advisor Support. This highly motivated candidate must take personal responsibility for building solid relationships and must have a passion for providing high quality customer service.You will be responsible for:Acting as the subject matter expert on Custodian (NBIN) back-office processes & platformsActing as the subject matter expert on all day-to-day services for client related inquiries: such as deposits, withdrawals, transfers, internal Harbourfront systems and provide demos as required Pivoting between multiple priorities and urgent tasksMonitoring all designated mailboxes for incoming inquiriesProviding professional, timely, and accurate responses to inquiries, following established SLAsConducting follow-ups and provide status updates, following established SLAsEscalating pending inquiries as necessary, following established protocolsScheduling meetings with NBIN to expedite resolution for outstanding requestsLiaising with internal teams and/or external vendors, as necessary, to complete all service inquiriesIdentify and assessing patterns within the Advisor Support department Conducting training for advisory teamsClosing all completed ticket items in a timely mannerKeeping up to date with corporate and industry changes, including implementing internal changes, as necessary, to further improve service levels Participating in team meetings to address ongoing processing issues and make improvementsSeeking advisory branch feedback to help improve servicesAssisting special projects and other internal departments, as necessary, to help maintain adequate servicing across the firmOther duties, as assignedThe ideal candidate for this position has: Previous knowledge of National Bank Independent Network back-office process and various applications3-5 years of administrative experience, back-office experience in a CIRO firm environment is strongly preferredThorough knowledge of securities/CIRO industry operational processes, internal procedures/products, various registered and non-registered account types, documentation requirements on account opening, and systemsExcellent verbal and written communication skillsProficiency with MS Office applicationsStrong analytical skills with attention to detailDemonstrated ability to prioritize, multitask, work within time constraints and follow-upDemonstrated ability to work in a high volume and time-demanding environment Demonstrated ability to learn quickly, retain information, achieve results, and thrives within a fast-paced environmentStrong analytical, problem-solving, and organizational skillsExperience working with a Securities Brokerage firm is mandatorySalary Range: $55,000.00 to $65,000.00 per annum (actual salary offered will be commensurate with education, experience, and internal parity). Diversity and InclusionDiversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.