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About the Role

As a Client Experience Associate, you’ll be a go-to support for our team, helping us ensure everything runs seamlessly for our clients and internal operations. You’ll play a key role in creating efficiencies, delivering exceptional service, and keeping things organized behind the scenes.

Responsibilities

• Act as a friendly & knowledgeable point of contact for clients, ensuring their needs are met promptly.
• Coordinate and complete follow-up actions with clients, keeping communication clear and professional.
• Support Advisors by handling client inquiries, managing team projects, and communicating updates to ensure everyone stays informed and aligned.
• Execute trading instructions as directed by the portfolio manager or upon client request.
• Streamline processes by identifying efficiencies and tackling administrative tasks: preparing documents, updating records and supporting client file management.
• Ensure client account information stays up-to-date, accurate, and compliant.
• Proactively identify opportunities to improve team efficiency—whether it’s refining a process or automating a task.
• Be a key member that keeps the team moving forward, supporting Advisors & Relationship Managers in achieving business goals.
• Work independently but collaborate when it counts, ensuring the team can focus on what they do best.

Requirements

• Demonstrate a commitment to ethical conduct and integrity ensuring all client interactions are handled with professionalism and trustworthiness.
• Bring an excellent attitude and a dedication to extraordinary service, consistently exceeding expectations.
• Excel in interpersonal and relationship-building skills, communicating effectively and collaborating seamlessly across various mediums, whether in person, over the phone, or virtually.
• Showcase exceptional problem-solving abilities, tackling challenges with creativity and confidence.
• Maintain strong organizational skills, keeping tasks and priorities in order to drive efficiency.
• Excel in dynamic environments and adapt to change with ease, managing a high volume of competing priorities while maintaining focus.
• Exhibit critical thinking and outstanding communication skills, both written and verbal, to deliver clear and impactful messages.
• Uphold the highest levels of confidentiality, safeguarding sensitive information and ensuring trust in every interaction.
• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Skills

• Microsoft Office (Word, Excel, Outlook, Teams)
• Salesforce
• Croesus
• AI tools

Location

• Toronto

Work Type

• Full-time

Experience Level

• 5+ years in an administrative or client-support role

Education Level

• Bachelor's degree in business, finance, or related fields (or equivalent experience)
• Registered with CIRO as an Investment Representative (IR) or Registered Representative (RR) or meets the requirements to register
• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is a strong asset

Salary/Compensations

• $75,000.00 - $125,000.00 annually

Benefits

• Health insurance
• Accident and life insurance
• Other unique benefits per location
• Discretionary bonuses
• Other perks and rewards

About the Company

• Gallant MacDonald operates as an Outsourced-Chief Investment Officer (“OCIO”) for a limited number of families and institutions who have made exceptional contributions to society through business, public service, and philanthropy.
• The group provides thoughtful counsel on estate structuring and multi-generational wealth planning and has built a data-driven institutional investment platform that allocates capital across asset classes on a global basis.
• Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.-the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies.
• With over $45 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

Equal Opportunity

• Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
• If you require accommodation for the recruitment process, please let us know at the point of application.