Private Client Associate

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.

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

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
• 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
• 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

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 reimbursement for relevant continuing education expenses
• Wellness allowance up to $600 per annum
• 3 weeks’ vacation per annum
• Paid sick and personal days
• Volunteering day