Client Services Co-op (Eight-Month Co-op)

THE OPPORTUNITYWe have an eight (8) month opportunity for a Client Services Co-op to join our award-winning firm in the Vancouver office. This co-op term is from September 2026 to April YOULL DOAs a Client Services Co-op you will work in a collaborative environment with various departments in our Client Services and Accounting teams (including Account Transfers Corporate Actions and Taxation Mutual Funds and GICs New Accounts and Documents Management Registered Accounts and Securities).The ideal candidate has the ability to work in a high-volume deadline-oriented setting while maintaining accuracy and a high level of client service. They thrive in an environment that requires juggling competing priorities and are committed to operational excellence by going above and beyond day-to-day administrative support and processing activities related to Client Services departmentsSupport Investment Advisory and Client Services teams in a fast-paced service-driven environmentAdminister policies and procedures and adhere to department guidelinesEstablish work priorities to ensure deadlines are met and procedures are followedCOMPETENCIESAnalysis Able to gather and organize information from various sources to assist in problem solving or decision making identify obvious patterns or trends in data or from experiences contribute initial observations and ideas based on consideration of the situation and contextCoordination Able to assist in organizing basic tasks or activities gather and document information ensuring it is accessible and accurate follow instructions to support timelines and prioritize tasks within defined parametersCustomer Service Able to assist partners by answering basic inquiries and escalating issues in a friendly and empathetic manner follow internal policies and guidelines to process straightforward transactions capture and document relevant client information accuratelyOperational Policy & Procedures Able to follow basic organizational policies and procedures complete routine tasks as instructed demonstrate awareness of the importance of compliance and consistencyProject Management Able to assist with basic project tasks under guidance track project milestones and update stakeholders on progressRegulatory Knowledge Able to identify and follow basic legal or regulatory requirements report potential compliance issues as directed demonstrate awareness of key regulations affecting the organizationSystems & Application Proficiency Able to use basic features of systems and applications to complete routine tasks report issues with systems and applications to appropriate teams demonstrate awareness of system and application capabilities and limitationsKNOWLEDGE AND EXPERIENCEPursuing post-secondary degree in Finance Accounting or BusinessCurrently enrolled in a co-op program at a post-secondary institution12 years of customer service experienceKnowledge of financial services or investment industry is an assetStrong organizational and time management skills with the ability to prioritize multiple and competing tasksStrong client services skills with a keen eye for detail and the ability to work efficiently and accuratelyExcellent verbal and written communication skillsReliable team player who enjoys collaborating with othersIntermediate proficiency in Microsoft 365WHAT WE OFFERA culture of openness collaboration and respect is foundational to our firm. We are a diverse driven group of individuals who genuinely care about one another and values each individuals offer a competitive and equitable total rewards package including mentorship programs and meaningful professional development to support your continued growth. This role has an expected rate of $24.00/ team is growing and we have room for two more exceptional individuals. If this opportunity aligns with your experience and career goals we invite you to submit your cover letter and resume by April 15 must be legally eligible to work in Canada. Any employment restrictions must be disclosed at the time of application with supporting documentation provided prior to a potential offer of are committed to fostering an inclusive and accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process please email us at appreciate your interest and thank you for considering this opportunity. We will contact candidates whose qualifications most closely align with the requirements for the role.