Senior Assistant, Client Services

PenderFund Capital Management Ltd (“Pender”) is an independent, employee-owned, value-based investment firm founded in 2003. We are one of the fastest growing investment firms in Canada, and our goal is to be the first choice for investors looking to protect and grow their capital. We have grown from a couple of people with a passion for investing into a diverse and inclusive workplace of over 85 people by seeking out and hiring the most qualified, talented, and experienced people.

We are seeking a Senior Assistant, Client Services, based in our Vancouver head office, who will play a key role in delivering an exceptional experience to our clients who are High Net worth individuals and Family Offices. The successful candidate will bring strong client service and administrative expertise, thrive in a fast-moving environment, and ensure that client requests, documentation, and account administration are handled with accuracy, professionalism, and regulatory care. This is an excellent opportunity for someone looking to deepen their career in client service within a dynamic and growing asset management firm.

Main Responsibilities include:

• Foster Strong Client Relationships - Provide responsive, licensed client support while ensuring clear communication, accurate information, and timely handoffs for more complex or investment-related inquiries. Ensure all client touchpoints are documented in Salesforce.
• Act as the Point Person for Trades - Support trade-related client needs within the scope of registration, ensuring accuracy, compliance, and timely execution. Coordinate with internal teams to resolve exceptions or special handling requirements.
• Maintain Accurate & Compliant Records - Ensure all client records, transaction details, KYC updates, and interaction notes are consistently accurate, complete, and compliant. Log all relevant information in Salesforce and related systems.
• Support Operational Efficiency - Streamline workflows and maintain organized documentation to improve scalability within client service and record keeping. Work collaboratively with internal stakeholders to identify and implement process improvements.
• Lead the Pender Staff Account Program - Oversee onboarding, servicing, and documentation requirements for Pender employee accounts, ensuring compliance with all internal controls and regulatory standards.
• Support Meetings, Reporting & Client Communications - Assist with preparing reports, onboarding packages, and service communications. Coordinate client meetings, prepare briefing notes, and ensure follow-up items are tracked and completed.

Qualifications:

• A post-secondary education in business, finance or a related field.
• CSC required; EMPC as asset. Willingness to work towards CIM designation a benefit.
• Eligible for registration (e.g., Dealing representative) with the applicable provincial securities regulator.
• 4+ years of experience in financial services in client service, administrative or operations capacity.
• Superior client service skills with a strong focus on accuracy and follow-through.
• Excellent verbal and written communication abilities.
• Strong organizational skills and attention to detail.
• Ability to solve problems, manage competing priorities and work independently as well as collaboratively.
• Proficiency with Microsoft Office applications.
• Salesforce experience is an asset.

What’s in it for you?

• Competitive salary, bonus and benefits package.
• Opportunity to be part of a talented, collaborative and growing team.
• Potential for career advancement.

We are sharing that the estimated base salary range for this position is $70,000 - $85,000 per year. In determining final salary, Pender considers many factors including the candidate’s qualifications, relevant experience, job responsibilities, market conditions, position location and internal equity. Our aim is to ensure fair compensation practices that align with industry standards while acknowledging the unique value and expertise each individual brings to the role. The final base salary for the offer will be presented as part of a competitive compensation package.

Our commitment to equity, diversity and inclusion:  

Pender is committed to creating and maintaining a workplace that recognizes and values differences.  It is a core principle at Pender that an equitable, diverse and inclusive workplace simply makes us better. A diverse team with a range of knowledge and experience makes better decisions, which means better results for our stakeholders. We do not discriminate on any basis and welcome applications from all qualified individuals. When selecting candidates for employment, promotion, training, or any other benefits, it is on the basis of aptitude and ability. Should you require any accommodation or have questions, please let us know.