Senior Associate, Client Services (Licensed)
Role Overview
Senior Associate, Client Services (Licensed) with Stenner Wealth Partners+ in Vancouver.
The team serves Canadian and US investors and households, generally with at least $10 million in investable assets or $25 million in net worth.
The team describes a personalized, boutique approach and selective onboarding of new client relationships.
Key Skills for This Role
Full Job Posting
Role overview
Senior Associate, Client Services (Licensed) with Stenner Wealth Partners+ in Vancouver.
The team serves Canadian and US investors and households, generally with at least $10 million in investable assets or $25 million in net worth.
The team describes a personalized, boutique approach and selective onboarding of new client relationships.
Client service and administration
- Deliver proactive service to high-net-worth clients and families; respond to account administration, documentation, cash movement, reporting, and service inquiries.
- Support onboarding, account reviews, and ongoing maintenance; administer corporate, personal, trust, registered, and non-registered accounts.
- Coordinate account openings, transfers, updates, beneficiary changes, estate documents, and maintenance requests.
- Manage cash movements, wires, EFTs, foreign exchange transactions, and account funding; monitor issues and coordinate timely resolution.
- Maintain accurate records and documentation in accordance with regulatory requirements.
Transactions and reporting
- Execute or coordinate client trading instructions and operational transactions within firm and regulatory guidelines.
- Review and process investment subscriptions, redemptions, transfers, and corporate actions; liaise with portfolio managers, advisors, trading desks, and back-office teams on processing and settlement.
- Ensure trade-related documentation is accurate and complete.
- Coordinate annual tax reporting for personal, corporate, trust, and charitable clients; assist with preparing and distributing tax packages and supporting documents.
Candidate profile
- The position is identified as licensed, but the supplied description does not specify a license or credential.
- A high level of attention to detail is required.
- The successful candidate should be willing to learn and focused on client service and results.
Compensation
- Competitive compensation of $85,000–$110,000 annually, depending on experience and credentials.
About the team and firm
Stenner Wealth Partners+ is a Canaccord Genuity wealth management team and a member of Canadian Family Offices.
Canaccord Genuity operates in wealth management and capital markets and provides financial services to individual, institutional, and corporate clients.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Canaccord Genuity Corp.
Investment Banking Associate - Mining
Toronto, CAN
Canaccord Genuity is seeking an Investment Banking Associate to support advisory and financing transactions in the mining sector. Candidates need a business-related university degree, at least two years of investment ban
Cyber Security Specialist
Toronto, CAN
The employer is seeking a Cyber Security Specialist to identify cybersecurity concerns and strengthen technical security controls. The role includes reviewing security systems, analyzing SIEM alerts, supporting incident
Internal Auditor (10-Month Contract)
Toronto, CAN
Canaccord Genuity is seeking an Internal Auditor for a 10-month contract to perform complex assurance and advisory audits and strengthen risk, control, and governance processes. The role requires internal audit standards
Data Operations & Solutions Analyst
Vancouver, CAN
Canaccord Genuity is seeking an analyst to support enterprise data platforms, reporting solutions, and data integration. The work combines operational support, SQL development, data analysis, reporting, and platform assi
Vice President, Compliance – Wealth Management
Toronto, CAN
Canaccord Genuity is seeking a Vice President to lead compliance oversight and advisory for its Wealth Management division in Canada. Candidates need at least 10 years of progressive financial-services compliance experie
Administrative Assistant
Vancouver, CAN
Canaccord Genuity is hiring an Administrative Assistant to support the Lead Investment Advisor and Stenner Wealth Partners+ with day-to-day coordination and client service. The role manages calendars, meetings, travel, d
Senior Wealth Advisor
Vancouver, CAN
Stenner Wealth Partners+ is seeking a Senior Wealth Advisor to serve ultra-high-net-worth client families, deliver tailored wealth advice, and contribute to business and asset growth. The role calls for a detail-oriented
Developer, Business Intelligence
Vancouver, CAN
Canaccord Genuity is seeking a BI Developer to build, maintain, and improve business intelligence applications, reports, and production environments. Candidates need at least four years of BI development and SQL experien
Investment Banking Associate - Mining
Toronto, CAN
Cyber Security Specialist
Toronto, CAN
Internal Auditor (10-Month Contract)
Toronto, CAN
Data Operations & Solutions Analyst
Vancouver, CAN
Vice President, Compliance – Wealth Management
Toronto, CAN
Administrative Assistant
Vancouver, CAN
Senior Wealth Advisor
Vancouver, CAN
Developer, Business Intelligence
Vancouver, CAN