Client Service Associate — Edmonton, AB

North Road Investment Counsel Inc.; Edmonton; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

North Road Investment Counsel Inc. is seeking a detail-oriented Client Service Associate in Edmonton to support front office workflows, onboarding, and client data accuracy.

You will maintain client information across CRM and onboarding systems, assist with statements, tax reports, and fee collection, and collaborate across offices to ensure efficient operations. The ideal candidate has at least 2 years in Canadian financial services operations, with experience in Salesforce, digital onboarding

Qualifications

• Minimum of 2 years of hands-on experience in investment operations.
• Experience with leading software environments such as Salesforce CRM, digital onboarding and e-signature.
• Formal education in Business or related field advantageous.

Responsibilities

• Support Front Office daily workflows including onboarding and processing client requests.
• Maintain internal systems (Portfolio Management System, Client Portal, CRM, digital onboarding & e-signature).
• Support client statements, tax reports, fees collection and client events.
• Collaborate with front/mid/back-office teams to run daily operations.
• Assist in developing and improving operational processes and systems (e.g., software testing).
• Provide insights and recommendations for process improvements.

Skills

Data accuracy

Organizational skills

Analytical skills

Communication skills

Education

Bachelor-level business education

Tools

Salesforce CRM

Adobe Sign

DocuSign

Enterprise Wealth Management Platforms

Job description

Careers at North Road Investment Counsel

Client Service Associate

At North Road Investment Counsel, we believe wealth can be a force for good in the world. Our team has been managing the investment portfolios and financial plans of many successful Canadian families for over 20 years. To do more for our clients, we have recently transitioned our Portfolio Management team to a fully independent firm, and we are looking for someone to join our Edmonton head office. This is where we need your help.

We are fortunate enough to have a high growth investment management practice, and we need an experienced Client Service Associate to join our team. This is a rare career position in Edmonton. The person that we are looking for will have a profound impact, working to ensure the accuracy of our data, the efficiency of our business operations, and safekeeping of our clients' life savings. If you are an operations professional working in Edmonton and who loves spreadsheets and client service, we should talk.

Position overview

We are looking for a detail-oriented and experienced Client Service Associate with a background in the Canadian Financial Services Industry to play a crucial role in our business. The ideal candidate will have a minimum of 2 years of hands-on experience in fast paced, technology focused, front-office and mid-office environments.

Responsibilities

• Supporting the Front Office team in daily business workflows such as onboarding, recording annual profile updates & all client requests.
• Maintaining internal business system information to support the client relationship (Portfolio Management System, Client Portal, CRM, digital onboarding & electronic signature processing).
• Supporting the ongoing business activities of the firm such as issuance of client statements & tax reports, collection of management fees and client events.
• Collaboration with front office, mid-office and back-office teams in support of daily business operations.
• Provide support in the development and enhancement of operational processes and business systems (such as software testing).
• Proactively provide insights and recommendations for continuous improvement in all business operations.

Qualifications

• Minimum of 2 years of experience working in an investment operation within the Canadian financial industry.
• Experience working within leading industry software environments such as Salesforce CRM, digital onboarding & e-signature (Adobe Sign, Docusign or similar) and Enterprise Wealth Management Platforms is a significant plus.
• Formal education in Business, or a related field is advantageous.

Skills & abilities

• Proficiency in all core applications of the Microsoft Office Suite.
• Detail-oriented with a focus on data accuracy and integrity.
• Excellent organizational abilities.
• Strong analytical and problem-solving skills.
• Effective communication and interpersonal skills.

We're building something special here in Canada. In order to do this, we need to find the future members of our team. If you are ready to take the next step in your career and join a growing investment counsel firm, we would like to meet you.