Private Client Associate
Top Benefits
About the role
About Prime Quadrant
Prime Quadrant serves over 240+ affluent families, with approximately CAD 26 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: https://www.primequadrant.com
The Opportunity
We are seeking 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 Attributes
Client service orientation – you get energy from helping people High degree of accuracy, organization, and a strong detail orientation Able to multi-task, prioritize, and collaborate in a fast-paced team environment Can handle complex issues and escalate as needed with appropriate urgency Solid process orientation and ability to follow through on commitments Flexible 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 experience Continuous learner
Qualifications
University degree (ideally in finance, economics, business, or a related field) Prior corporate experience, ideally in finance industry (internship/co-op) Strong Microsoft Office fluency (Excel, Word, OneNote, Teams) Strong English writing and oral communication skills Commitment to complete the Exempt Market Proficiency Exam within 3 months of joining the firm Demonstrated interest in the investment advisory or wealth management industry Bilingualism is an asset
Primary Responsibilities
Client Service
Preparing materials for client meetings in coordination with your practice group Assisting with inquiries from clients and third parties Scheduling and tracking client meetings Liaising with client families, their financial institutions and other service providers to ensure clear communication and the efficient completion of commitments
Administration
Maintaining up-to-date records in the firm’s client reporting and relationship management database Preparing and reconciling client reports using internal and external sources Coordinating with internal team members to ensure all client reporting data is accurate Ensuring all trades are executed accurately and promptly in coordination with the Operations Team and your practice group
Compensation
Base salary $65 000 CAD Performance-based bonus structure Career advancement opportunities based on demonstrated performance Comprehensive Health benefits Retirement Plan Up to $1,000 per annum for relevant continuing education Wellness allowance up to $600 per annum 3 weeks’ vacation per year Paid sick and personal days, plus a volunteering day
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 careers@primequadrant.com.
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
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Private Client Associate
Top Benefits
About the role
About Prime Quadrant
Prime Quadrant serves over 240+ affluent families, with approximately CAD 26 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: https://www.primequadrant.com
The Opportunity
We are seeking 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 Attributes
Client service orientation – you get energy from helping people High degree of accuracy, organization, and a strong detail orientation Able to multi-task, prioritize, and collaborate in a fast-paced team environment Can handle complex issues and escalate as needed with appropriate urgency Solid process orientation and ability to follow through on commitments Flexible 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 experience Continuous learner
Qualifications
University degree (ideally in finance, economics, business, or a related field) Prior corporate experience, ideally in finance industry (internship/co-op) Strong Microsoft Office fluency (Excel, Word, OneNote, Teams) Strong English writing and oral communication skills Commitment to complete the Exempt Market Proficiency Exam within 3 months of joining the firm Demonstrated interest in the investment advisory or wealth management industry Bilingualism is an asset
Primary Responsibilities
Client Service
Preparing materials for client meetings in coordination with your practice group Assisting with inquiries from clients and third parties Scheduling and tracking client meetings Liaising with client families, their financial institutions and other service providers to ensure clear communication and the efficient completion of commitments
Administration
Maintaining up-to-date records in the firm’s client reporting and relationship management database Preparing and reconciling client reports using internal and external sources Coordinating with internal team members to ensure all client reporting data is accurate Ensuring all trades are executed accurately and promptly in coordination with the Operations Team and your practice group
Compensation
Base salary $65 000 CAD Performance-based bonus structure Career advancement opportunities based on demonstrated performance Comprehensive Health benefits Retirement Plan Up to $1,000 per annum for relevant continuing education Wellness allowance up to $600 per annum 3 weeks’ vacation per year Paid sick and personal days, plus a volunteering day
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 careers@primequadrant.com.
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