Client Service Associate

The Vantage Talent Group; Calgary; On-site; CAD 42,000 - 60,000; Full time

Job summary

The Vantage Talent Group in Calgary is seeking a Client Service Associate to join an established wealth management team. You will serve as a primary contact for clients, support advisors with day-to-day service, and help with account openings, transfers, deposits and documentation.

Ideal candidates have 2+ years in financial services, strong communication and detail orientation, and proficiency with MS Office, CRM systems, and portfolio management tools.

Qualifications

• 2+ years of experience in financial services, wealth management, banking, or a related environment.
• Experience supporting Financial Advisors, Portfolio Managers or Wealth Management teams is preferred.
• Strong understanding of investment accounts, financial services administration and client documentation.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong client service mindset and professional presence.
• Proficiency with Microsoft Office, particularly Outlook and Excel.
• Experience with CRM and/or portfolio management systems is an asset.
• Canadian securities or financial services credentials are an asset.

Responsibilities

• Serve as a primary point of contact for clients, providing responsive and professional service
• Support Advisors with day-to-day client service and administrative requirements
• Prepare and process account opening, transfers, deposits, withdrawals and other client documentation
• Coordinate client requests and follow up to ensure timely resolution
• Maintain accurate and up-to-date client records and documentation
• Assist with investment account administration and transaction processing
• Coordinate client meetings, appointments and follow-ups
• Prepare reports, correspondence, presentations and other client materials
• Liaise with custodians, investment dealers, financial institutions and other external partners
• Assist with compliance-related documentation and ensure files remain current
• Support client onboarding and account maintenance processes
• Identify opportunities to improve the client experience and internal processes
• Work collaboratively with Advisors and other members of the team to ensure a seamless client experience

Skills

Client service

Communication skills

MS Office (Outlook, Excel)

CRM experience

Financial services knowledge

Attention to detail

Multitasking

Tools

CRM systems

Portfolio management systems

Microsoft Excel

Microsoft Outlook

Job description

Employment Type: Full-Time

Work Model: In-Office

About the Opportunity

Our client is an established, independent wealth management firm in Calgary providing comprehensive investment and financial planning solutions to high-net-worth individuals, families, business owners, and professionals.

They are looking to add a Client Service Associate to their team. This is an excellent opportunity for a detail-oriented financial services professional who enjoys working closely with clients and advisors and wants to build a long-term career within an independent wealth management environment.

The successful candidate will play an important role in delivering a high level of client service while supporting the advisory team with the day-to-day administration and execution of client needs.

Key Responsibilities

• Serve as a primary point of contact for clients, providing responsive and professional service
• Support Advisors with day-to-day client service and administrative requirements
• Prepare and process account opening, transfers, deposits, withdrawals and other client documentation
• Coordinate client requests and follow up to ensure timely resolution
• Maintain accurate and up-to-date client records and documentation
• Assist with investment account administration and transaction processing
• Coordinate client meetings, appointments and follow-ups
• Prepare reports, correspondence, presentations and other client materials
• Liaise with custodians, investment dealers, financial institutions and other external partners
• Assist with compliance-related documentation and ensure files remain current
• Support client onboarding and account maintenance processes
• Identify opportunities to improve the client experience and internal processes
• Work collaboratively with Advisors and other members of the team to ensure a seamless client experience

What We're Looking For

• 2+ years of experience in financial services, wealth management, banking, or a related environment
• Previous experience supporting Financial Advisors, Portfolio Managers or Wealth Management teams is preferred
• Strong understanding of investment accounts, financial services administration and client documentation
• Excellent attention to detail and organizational skills
• Strong written and verbal communication abilities
• Ability to manage multiple priorities in a fast-paced environment
• Strong client service mindset and professional presence
• Proficiency with Microsoft Office, particularly Outlook and Excel
• Experience with CRM and/or portfolio management systems is an asset
• Canadian securities or financial services credentials are an asset

The Ideal Candidate

The ideal candidate is someone whois organized, proactive and client-focused, with the ability to anticipate what advisors and clients need before being asked.

You are comfortable taking ownership of administrative processes, communicating directly with high-net-worth clients, and working as part of a close-knit advisory team. You take pride in accuracy and follow-through and are looking for an opportunity to grow with an independent wealth management firm.