About Prime Quadrant Prime Quadrant serves over 240 affluent families, with approximately CAD 22 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: Opportunity Position Summary The Client Experience Associate provides essential administrative and operational support across the firms client lifecycle, compliance, and internal processes. This role is primarily focused on ensuring tasks are completed accurately, efficiently, and timely to support a seamless, positive client experience and strong regulatory adherence. The successful candidate will balance both client expectations and compliance responsibilities, helping ensure everything runs smoothly both for our clients and for internal operations. Key Responsibilities Client Lifecycle & Administrative Support Assist in client onboarding and offboarding processes, ensuring documentation is completed timely & accurately Help ensure smooth, efficient client engagement aligned with regulatory requirements and client expectations. Assist with document updates, maintenance, and associated administrative responsibilities to support seamless client engagement activities. Coordinate and complete follow-up actions with clients, keeping communication clear and professional. Work with cross-functional teams to track client information, project progress, and tasks accurately in Asana. Support engagement updates, expansions, and structural changes. Maintain high standards of data quality to support automation and reporting initiatives. Compliance & Risk Management Conduct Know Your Client (KYC) reviews and maintain related documentation. Support regulatory reporting, audits, and compliance policy updates across relevant jurisdictions. Review client communications, investment research materials, marketing content, and other external-facing materials for compliance adherence. Facilitate employee trade reporting and related compliance processes. Support compliance monitoring, record-keeping, and documentation management. Prepare agendas for quarterly compliance reviews and coordinate with relevant departments to schedule and organize meetings. Manage and respond to internal tickets raised through the firms triage system for both compliance and client engagement matters. Operational & Process Improvement Identify opportunities to streamline workflows and enhance process efficiency. Support automation initiatives related to onboarding documentation, engagement letters, NDAs, and compliance tracking. Collaborate cross-functionally to centralize and rationalize processes where appropriate. Qualifications & Experience Strong understanding of regulatory requirements and compliance best practices. Detail-oriented with a strong focus on data integrity and process accuracy. Technologically proficient, with an interest in automation and workflow optimization. Ability to manage multiple priorities in a fast-paced, growth-oriented environment. Strong communication skills and ability to collaborate across teams. Experience with client onboarding/offboarding or lifecycle support. Exposure to compliance processes, KYC documentation, or risk management is highly desirable. Familiarity with project management tools (e.g., Asana) or CRM systems is an asset Key Competencies Analytical and process-driven mindset Strong organizational skills Adaptability and comfort with evolving responsibilities Client-focused approach with a risk-aware lens Continuous improvement orientation Compensation Competitive base salary with a performance-based bonus structure Career advancement with demonstrated performance Health benefits Retirement Plan Up to $1,000 per year in relevant continuing education reimbursement Up to $600 per year towards wellness 3 weeks of vacation per year, and 1 volunteer day per year (in addition to 2 personal days) This job posting is for an existing vacancy. Artificial intelligence may be used during the hiring process. Prime Quadrant Corp is committed to fair and accessible employment practices, and we are committed to providing accommodation for persons with disabilities. If you require accommodation in order to apply for any job opportunities or require this posting in an additional format, please contact us at or call 647-749-4118. If you are contacted by Prime Quadrant Corp regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs. For many of our clients, we provide consulting services for all of their assets and use the Assets Under Consultation metric of measurement as we believe we have an impact on all assets held by clients, whether or not we directly introduced those assets to them. Assets Under Consultation is different from the more traditional Assets Under Management metric of measurement.
Job Title
Client Experience Associate