Client Services Associate

Kinsted Wealth; Calgary; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive rewards for growth

Accommodations available during the招聘

Job summary

Kinsted Wealth in Calgary is seeking a Client Service Associate to support transactional, administrative and CRM tasks, helping Wealth Counsellors keep client accounts accurate and service levels high.

The ideal candidate will have 5+ years in client service in financial services, strong communication, attention to detail and the ability to multi-task in a fast-paced environment. Degree related to finance is preferred, CSC is an asset.

Qualifications

• 5+ years of client service experience in Investment Management or related field.
• Strong working knowledge of Microsoft Office 365.
• Working knowledge of individual investment account types (RRSP, TFSA, Taxable, Corporate, etc.).
• Attention to detail with the ability to prioritize incoming tasks.
• Bachelor's degree related to investments or finance; CSC is an asset.

Responsibilities

• Make deposits and withdrawals for clients; prepare new account applications and transfers.
• Produce and reconcile daily reports; maintain and update the client CRM.
• Liaise with the trading department and custodian (Aviso).
• Respond promptly to client inquiries; prepare meeting packages for Wealth Counsellors.
• Coordinate multiple calendars and support Wealth Counsellors.
• Assist with various operations projects; ensure timely, accurate daily reporting.

Skills

Client service experience

Interpersonal skills

Attention to detail

Teamwork

Proactive communication

Education

Bachelor's degree related to investments/finance

Canadian Securities Course (CSC) asset

Tools

Microsoft Office 365

Job description

Kinsted Wealth is a mid-sized Calgary based discretionary portfolio management firm. The company was founded in 2003, with the vision of delivering wealth counselling better than has ever been done before. We strive to achieve this goal daily by offering clients access to a diverse set of investments that go beyond the conventional stock and bond portfolio. Our efforts include minimizing conflicts of interest, comprehending our clients' goals, and collaborating with their other advisors to recognize and address their evolving wealth needs.

Department: Client Service

Reports to: Manager, Client Experience

Employment type: Full-time

Position Overview

The Client Service Associate holds a pivotal position within the Kinsted Client Service team, providing the transactional, administrative, and CRM support that keeps client accounts accurate and Wealth Counsellors running smoothly.

The ideal candidate is well-rounded with strong interpersonal skills, excellent communication skills, high attention to detail, and the ability to multi-task and thrive in a fast-paced, dynamic environment. Experience in the financial services industry and with investment products is preferred.

Key Responsibilities

Client Transactions & Account Administration

• Make deposits and withdrawals for clients.
• Prepare new account applications and initiate and track transfers.

Data & Reporting

• Produce and reconcile daily reports.
• Maintain and update the client / contact CRM.
• Liaise with the trading department and custodian (Aviso).

Client & Wealth Counsellor Support

• Respond promptly to client inquiries & requests.
• Prepare client meeting packages for the Wealth Counsellors.
• Coordinate and maintain multiple calendars for Wealth Counsellors.

Operations Support

• Assist with various operations projects as required.
• Daily reports produced and reconciled accurately and on schedule, with discrepancies flagged the same day they're identified.

Transaction Processing

• Deposits, withdrawals, new account applications, and transfers processed within established service timelines.
• Minimize rework or corrections requested by Compliance and Operations.

Data Integrity

• CRM records kept complete, accurate, and current.

Client Service Support

• Same-day or next-business-day turnaround on client and Wealth Counsellor requests.
• Zero missed follow-ups or outstanding service tasks beyond agreed timelines.
• Meeting packages and calendars prepared accurately and ahead of scheduled meetings.

Behaviours, Skills, and Competencies

• 5+ years of client service experience in Investment Management or related field.
• Strong working knowledge of Microsoft Office 365.
• Working knowledge of individual investment account types (RRSP, TFSA, Taxable, Corporate, etc.) is required.
• Attention to detail with the ability to prioritize incoming tasks.
• Strong teamwork-based approach and a passion for client service.
• Proactive approach to client service and communication.
• Bachelor's degree related to investments, economics, finance, is preferred.
• Canadian Securities Course (CSC), achieved or in progress, is considered an asset.

Kinsted is committed to an inclusive, equitable workplace where diverse perspectives are valued.

• We offer competitive rewards designed to support professional growth and well-being.
• Accommodations are available throughout the recruitment process upon request.

Applicant information will be handled in accordance with applicable privacy legislation.

This posting does not constitute an offer of employment.