Associate, Private Client Group

Position description

Overview
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

Required skills / Experience

Requirements

Bachelor’s degree in accounting, finance, or related area of study
At least five 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

Associate, Private Client Group

Associate, Private Client Group

How to Apply