Client Coordinator, Wealth

Navacord; Edmonton; On-site; CAD 42,000 - 66,000; Full time

Job summary

Navacord Alberta – Wealth is seeking a Client Coordinator who will provide centralized administrative support to our production and service teams, ensuring a seamless execution of our service strategy. This role emphasizes accuracy, strong organization, and adherence to regulatory policies in managing client accounts.

You will build relationships with clients and internal stakeholders, support the Financial Advisor with onboarding and investment needs, and help coordinate client meetings and

Qualifications

• Post-secondary degree or diploma is preferred.
• LLQP designation or ability to obtain licensing is preferred.
• Securities licensing completed or in progress is preferred.

Responsibilities

• Provide centralized administrative support to production and service teams.
• Develop and maintain relationships with clients, sureties and internal stakeholders.
• Proactively support the Financial Advisor in delivering client investment needs.
• Prepare client onboarding of accounts.
• Process investment trades and client transactions promptly.
• Maintain client files and records.
• Assist Advisor with scheduling client meetings and reviews.

Skills

Attention to detail

Customer service

Structured workflow

Proactive administration

Education

Post-secondary degree or diploma

LLQP designation or ability to obtain

Securities licensing (completed or in progress)

Tools

Microsoft Office Suite

Zoom

DocuSign

Salesforce CRM

Job description

Client Coordinator, Wealth

Navacord Alberta | Wealth | Reporting to: Unit Manager

THE ROLE
The Client Coordinator provides centralized administrative support to our production and service teams to allow a seamless execution of our service strategy. Client Coordinator are passionate administrative professionals who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high-end results on schedule.

As a Client Coordinator, you are an Artisan, accommodating and analytical while producing highly precise and accurate work. You are;

• Respecting and seeking direction
• Requiring strong structure and adherence to the rules

An eye for managing detail-work and always following through.

WHAT YOU’LL DO:

• Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service.
• Develop and maintain strong relationships with clients, sureties, and internal stakeholders, ensuring a high level of trust and long-term partnership.
• Pro-active administrative support to the Financial Advisor in the delivery of client investment needs.
• Preparing client onboarding of accounts
• Processing investment trades and client transactions in a timely manner
• Strong knowledge of regulatory policies around client account management and taxation of different products
• Understanding of investment products and account types TFSA, RRSP, RRIF, LIRA etc
• Knowledge around Segregated funds and insurance products considered an asset
• Maintaining client files and records
• Knowledge around Locked-in account unlocking and pension legislation.
• Assist Advisor with booking client meetings, and organizing client reviews
• Other duties as required.

WHAT WE REQUIRE:

• Securities licensed completed or in progress.
• LLQP designation or ability and willingness to obtain required licensing.
• Securities licensed or ability and willingness to obtain required licensing.
• Commitment to maintaining all licensing requirements in good standing.
• An academic background consisting of post secondary education, certificates, industry programs, etc. is preferred.
• 1-2 years experience in the investment industry working with private clients
• Post-secondary degree or diploma preferred.
• Comfort and ability to work with a high level of detail/accuracy.
• Experience working in a fast-paced environment
• Proficient use of Microsoft Office Suite (Word, Excel, Outlook), Zoom, DocuSign and Salesforce CRM
• Detailed oriented and ability to work independently