The Associate will work with Portfolio Managers in support of high-net-worth clientele within the Beutel Goodman Private Client Group (PCG). The Associate will be a key client contact on administrative matters and will be responsible for providing timely and high-quality service. Key Responsibilities Onboard new accounts and ensure that all mandatory documentation is organized and complete Maintain ongoing client documentation to comply with regulatory requirements and internal compliance procedures Maintain account-related information in the CRM database Assist in the trading and settlement process for client accounts Respond to inquiries from clients, custodians and coworkers in a timely and professional manner Assist in production of periodic (monthly/quarterly) and ad hoc client reports, presentations and projects Perform related duties as assigned Support the team with a variety of daily tasks, special initiatives and projects. Resolve reconciliation issues that arise from cash balances and asset positions with custodial records Requirements Bachelors degree in accounting, finance, or related area of study At least two years of administrative and/or client service experience within the financial industry Experience with different types of investment accounts Excellent verbal and written communication skills Completion of CSC or IFIC course strongly preferred Proficiency with Microsoft Excel, PowerPoint and Outlook Knowledge of SS&C Pacer program, preferred High data input accuracy and exceptional attention to detail Ability to prioritize tasks and work well under pressure to meet tight deadlines Strong personal initiative combined with excellent analytical and problem-solving skills Team player with a positive attitude Personal trading experience preferred Ability to maintain confidentiality Keen interest in financial markets This posting is for a current vacancy on our Private Clients team. If you require any accommodations during the recruitment process, please email us at . A member of our HR team will reach out to you.
Job Title
Private Client Associate