The OpportunityWe seek a driven person to join our growing team as a Private Client Associate. In this role, the successful candidate will provide a wide range of supporting functions to a Senior Consultant and Associate Consultant across client service, administration, and investment introductions.The responsibilities will also include participation alongside associates on strategic projects currently being prioritized by our organization.Key AttributesClient service orientation – you get energy from helping peopleA high degree of accuracy, organization, and a strong detail orientationAble to multi-task, prioritize, and collaborate in a fast-paced team environmentWorks well within a team environment and in a collaborative mannerCan handle complex issues and escalate as needed with appropriate urgencySolid process orientation and ability to follow through on commitmentsFlexible to work early or late on occasion and as needed.Has a desire to take part in firmwide initiatives that elevate the client and team experienceContinuous learnerQualificationsUniversity degree (ideally in finance, economics, business, or a related field)Co-op/internship experience in a financial services organizationStrong Microsoft Office fluency (Excel, Word, OneNote, Teams)Strong English writing and oral communication skillsCommitment to complete the Exempt Market Proficiency Exam within 3 months of joining the firmCommitment to enroll in the Chartered Financial Analyst program and register for the CFA Level 1 exam or pursue the Chartered Investment Manager designation within 12 months of joining the firmDemonstrated interest in the investment advisory or wealth management industryBilingualism is an assetPrimary ResponsibilitiesClient ServicePreparing materials for client meetings in coordination with your practice groupAssisting with inquiries from clients and third partiesScheduling and tracking client meetingsLiaising with client families, their financial institutions and other service providers to ensure clear communication and the efficient completion of commitmentsAdministrationMaintaining up-to-date records in the firm’s client reporting and relationship management databasePreparing and reconciling client reports using internal and external sourcesCoordinating with internal team members to ensure all client reporting data is accurateEnsuring all trades are executed accurately and promptly in coordination with the Client Service Team and your practice groupInvestment IntroductionsLiaising with clients to educate and answer investment-related questionsProviding clients with information and analyses on proposed investments in coordination with Prime Quadrant’s Investment Team and your practice groupCompensationIndustry competitive base salary with a performance-based bonus structureHealth benefits via participation in the firm’s health spending accountEntitled to receive awards under the firm’s Key Exemplary Employees Plan as per its terms and conditionsUp to $1,000 per annum relevant continuing education expenseCareer advancement with demonstrated performance3 weeks’ vacation per annumPrime Quadrant Corp is committed to fair and accessible employment practices, and we are committed to providing accommodations for persons with disabilities. If you require accommodations 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.
Job Title
Private Client Associate