Private Client Associate

We are currently 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
  • Proven 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
  • Works well within a team environment and in a collaborative manner
  • 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
Qualifications

Required Qualifications:

  • University degree
  • Work experience in a financial environment (may include co-op terms or summer internships)
  • Strong Microsoft Office fluency (Excel, Word, OneNote, Teams)
  • Poised with strong English writing and oral communication skills

Prioritized Qualifications:

  • Successful completion of the Exempt Market Proficiency Exam or Canadian Securities Course
  • Successful completion of the CFA Level 1 exam or CIM designation
  • Work experience specific to the investment advisory industry
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 Client Service Team and your practice group

Investment Introductions

  • Liaising with clients to educate and answer investment-related questions
  • Providing clients with information and analyses on proposed investments in coordination with Prime Quadrant’s Investment Team and your practice group

Compensation

  • Industry-competitive salary with performance-based bonus structure
  • Health Benefits via participation in a health spending account
  • Three weeks’ vacation
  • Career advancement with demonstrated performance

To be considered send resume and cover letter to:

"Prime Quadrant is a special place to work.  Even though I’m a junior member of the team, I am encouraged to voice my ideas and opinions.  It is exciting that I am actively contributing to the growth and success of our business."

We are looking for the best people, regardless of experience or background.

What is life like at Prime Quadrant?

Our Career Development program focuses on making sure that each team member is in the right position that will allow them to excel. Through quarterly check-ins, 360° peer feedback, and wellness and mentorship programs, each team member receives the resources they need to flourish and grow.

Through our Social Committee, we have team gatherings throughout the year such as monthly birthday parties, our Prime Quadrant softball team, summer socials and fall campfires so that we can grow as a family together.

At Prime Quadrant, giving back to the community is an integral part of everything that we do. Besides raising millions of dollars towards healthcare initiatives through our family office events, we donate our time to our communities. Every year we partner with organizations such as Holland Bloorview Kids Rehabilitation Hospital, Habitat for Humanity, Slopes for Candy, and the Breakfast Clubs of Canada by participating in projects that need volunteers and can benefit from having our team join them.

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