Private Client Service Associate

Vancouver, British Columbia, Canada$60k – $85kPosted 6 weeks ago

Role Overview

PCM Services is hiring a entry-level Private Client Service Associate. This is a full-time hybrid role, based in Vancouver, British Columbia. The posted range is $60k to $85k. Full responsibilities, required qualifications, and the apply link are listed in the description below.

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Job Description

Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our client.

We are looking a Private Client Service Associate for an existing vacancy in our our Vancouver office. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior client-relationship abilities and extensive market and product knowledge, you will support Investment Professionals addressing the needs of clients and financial advisors. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.

What You Will Do

Support Investment Professional(s) in providing first-class wealth management services to our clients
Effectively manage client requests and timely resolutions liaising with internal teams when required
Maintain expert knowledge on firm’s offerings and investment practice assisting with complex inquiries
Manage the schedule of client meetings and prepare client meeting materials
Quarterback the client onboarding process and establish a foundation for a positive client experience
Oversee client requests for non-financial changes, managing the process from start to finish
Execute transactional requests and coordinate cash settlements as needed
Provide administrative support and back up as required
Actively engage in ongoing learning and development to continuously improve skills and knowledge

What You Bring

An undergraduate degree or a related financial services designation is an asset
Minimum 3 years of related or transferable work experience
CIM or CFA candidate is an asset
Strong administrative background and in-depth knowledge of the regulatory requirements of the financial industry
Research-oriented with a focus on thorough analysis
Logical and methodical approach to problem-solving
Strong analytical skills and ability to handle complex financial data
Proven accountability, initiative and success working on a large book of business
The ability to work in a dynamic and fast paced environment requiring strong organization, time management and prioritization skills
Experience working independently, as well as in partnership with other team members
Excellent communication skills in English

The salary range for this position is $60,000-$85,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation for this position. Further questions may be directed to the HR team during the interview process.

#LI-HYBRID #LI-KC1

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com. 

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age. 

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.

Frequently Asked Questions

How do I apply for the Private Client Service Associate position at PCM Services?

Use the Apply button above to submit your application directly to PCM Services. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.

Is the Private Client Service Associate role at PCM Services remote or in-office?

This is a hybrid role based in Vancouver, British Columbia. Expect a mix of in-office and remote days, with the specific cadence set by the hiring manager.

How much does the Private Client Service Associate role at PCM Services pay?

PCM Services has posted a compensation range of $60k to $85k for this position. Final offers typically vary based on candidate experience, location, and internal salary bands.

When was the Private Client Service Associate role at PCM Services posted?

This role was posted on April 29, 2026 (45 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.

Is the Private Client Service Associate role at PCM Services entry-level?

Yes. This is an entry-level position. Strong candidates typically have 0-2 years of relevant work experience, internships, or significant project work. Read the full description for any specific qualification requirements PCM Services has listed.

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