Client Support Associate

Job Description

<p>Make a Difference in Wealth Management</p><p>Do you want to make a meaningful impact in the lives of clients while supporting a high-performing wealth management team? We're seeking a Client Support Associate—a proactive, detail-oriented professional who thrives on being the organizational "glue" that keeps everything running smoothly.</p><p>Assante Wealth Management is a well-established and growing firm, trusted for delivering exceptional wealth planning advice to discerning clients. In this role, you'll primarily work behind the scenes to support advisors and ensure seamless client experiences, while also engaging directly with clients when needed.</p><p>This is a long-term opportunity to learn the financial planning business, develop your expertise, and grow with an evolving firm. If you're looking for a career—not just a job—in financial services, this role is for you.</p><p>Learn more about our values and team:<br>@<br></p><p>What We're Looking For</p><ul><li>2–3 years of experience in a client service or support role</li><li>2+ years in financial services or a related industry</li><li>Preference for candidates with the Canadian Securities Course and/or other financial planning or wealth management training</li></ul><p>Who You Are</p><ul><li>Upbeat, personable, and passionate about delivering exceptional client experiences</li><li>Naturally detail-oriented and dependable, with a strong sense of accountability</li><li>Strong work ethic and high standards</li><li>Calm, focused, and professional under pressure</li><li>Trusted, empathetic, and tactful—able to build strong relationships with clients and colleagues</li><li>Collaborative, adaptable, and eager to learn in a dynamic environment</li><li>Open to constructive feedback</li><li>Motivated by growth and by contributing to a team's success</li></ul><p>Key Responsibilities</p><ul><li>Prepare for client meetings (agendas, strategy notes, background materials)</li><li>Assist with creating and updating client financial plans, reports, and documentation</li><li>Collaborate with advisors to ensure timely and accurate delivery of advice</li><li>Draft and process paperwork for account openings/closings, transfers, trades, and KYC updates</li><li>Communicate directly with clients to provide updates, follow-ups, and service support</li><li>Maintain organized and accurate client records and data</li><li>Support marketing and client engagement initiatives, including newsletters and events</li><li>Assist with client interactions (answering phone calls, greeting clients) as needed</li><li>Manage multiple projects and shifting priorities while maintaining attention to detail</li><li>Uphold the highest standards of confidentiality, privacy, and integrity</li></ul><p>Your Skills</p><ul><li>Excellent organizational, time management, and problem-solving abilities</li><li>Accuracy and attention to detail in all tasks</li><li>Strong written and verbal communication skills</li><li>Ability to follow processes and manage competing priorities</li><li>Tech-savvy and adaptable to new tools and systems</li><li>Collaborative team player who contributes to a positive work environment</li><li>Desire to expand knowledge in wealth management and financial planning</li></ul><p>Why Join Us?</p><ul><li>Supportive, engaging team culture</li><li>Ongoing training and professional development</li><li>Career growth opportunities within an evolving firm</li><li>Flexibility and autonomy in your work</li><li>Competitive compensation: $55,000–$65,000 (commensurate with experience)</li><li>Health and dental benefits</li><li>RRSP matching program (after one year)</li><li>Free downtown London parking</li></ul><p><em>Assante Wealth Management values diversity.</em><br><em>We're proud to be an equal opportunity employer and welcomes applicants from diverse backgrounds. If a job applicant requires an accommodation during the application or selection process, we will work with the applicant to meet the accommodation needs.</em></p>