Associate, Investment Services

lba; Calgary; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Insurance coverage (medical, dental, &

Disability insurance

DPSP contributions

Job summary

Letko, Brosseau & Associates is seeking a professional Associate to assist Investment Counsellors in maintaining and growing client relationships across private and institutional clients. The role involves handling all administrative matters for accounts, onboarding new clients, and supporting various business development initiatives.

The Associate will actively participate in initiatives to improve customer satisfaction and engagement, coordinating meetings, responding to inquiries, and

Qualifications

• Bachelor’s degree is required or equivalent.
• 2–5 years of experience in financial services.
• CFA or CIM designation pursued is preferred.
• Proficiency with Microsoft Office and familiarity with portfolio management systems and client relationship management databases.

Responsibilities

• Coordinate Investment Counsellors’ meetings and prepare presentation materials.
• Answer client and prospective client inquiries via email/phone, including tax questions and account openings.
• Manage client onboarding, onboarding documentation, and maintain up-to-date client files.
• Liaise with custody, accounting, trading and compliance teams on client matters.
• Assist business development and marketing efforts, including prospect outreach and client events.
• Handle day-to-day administrative and office tasks and coordinate with IT for issues.

Skills

Customer service

Communication

Organization

Attention to detail

Education

Bachelor’s degree

Tools

Microsoft Office

CRM databases

Portfolio management systems

Job description

Letko, Brosseau & Associates is one of Canada’s leading independent global investment managers. Founded in 1987, the firm offers a diverse set of investment solutions to a domestic and international customer base. We believe our business-minded, fundamental research approach, strong ethical culture and client-first fiduciary commitment has been the key to our long-term growth and success. Through ongoing, active engagement with the companies we invest in, we seek to contribute to positive change, while earning superior returns for our clients.

Our Investment Services team is responsible for all aspects of the firm’s interaction with clients. This includes communicating the firm’s investment views, ensuring the efficient execution of any instructions and providing any reporting or other information that the client requires. The team is also responsible for developing relationships with prospective clients. Our mission is to provide a supportive and inclusive environment where all individuals can maximize their full potential.

The Opportunity:

We are seeking a highly professional individual to assist our Investment Counsellors in maintaining and growing existing client relationships, and to support the team’s business development efforts. Serving a group of private and institutional customers, the Associate will be their primary point of contact for all administrative matters pertaining to their accounts.

As an integral member of the team, the Associate will also actively participate in various initiatives aimed at continuously improving customer satisfaction and engagement.

Main responsibilities:

• Coordinate the Investment Counsellors’ meetings with existing or prospective clients and prepare all required presentation material in a timely manner.
• Answer various email and telephone queries from clients and prospective clients, as well as their accountants or consultants, including:
• Instructions for contributions, withdrawals, or transfers
• Requests for statements or portfolio reports
• Tax-related questions
• Requests for new account openings
• General questions about the firm and our services
• Complete account opening documentation and efficiently manage the client onboarding process.
• Obtain ongoing account documentation from clients and maintain up-to-date client files, as per regulatory and compliance requirements.
• Regularly liaise with custody companies and with other departments of the firm such as accounting, trading or compliance with regards to various client matters.
• Assist with various business development and marketing efforts, such as proactive prospect outreach support, database management, analytics tracking and client events.
• Perform various day-to-day administrative and office management tasks (e.g. greet clients and other visitors, order office and stationary supplies, manage incoming and outgoing mail, interact with our IT department to troubleshoot issues, make catering arrangements when required, etc.)
• Establish a strong collaborative relationship with peers by proactively seeking and sharing useful information.
• Familiarize yourself with Letko Brosseau’s investment approach and stay abreast of the firm’s strategy.

Candidate Requirements:

• Bachelor’s degree, ideally in business administration or a related field
• Two to five years of experience working in the financial services industry
• An interest in pursuing the CFA or CIM designation is preferred.
• Proficiency with Microsoft Office and ease in learning new IT tools, such as portfolio management systems and client relationship management databases
• Strong focus on customer service excellence
• Good communication and interpersonal skills
• Excellent organization, multitasking and priority management skills
• Resourcefulness, problem-solving skills and ability to work autonomously
• High attention to detail
• Team spirit and ability to thrive in a collaborative work environment

Salary and benefits:

• Attractive and competitive base salary, plus annual bonus;
• Hybrid work model (office and home);
• Access to medical, dental, and life insurance coverage, as well as short- and long-term disability insurance, from day one;
• Employer contribution to a deferred profit-sharing plan (DPSP)

We thank all candidates for applying, however only those selected for an interview will be contacted.