Investment Client Services Specialist (Calgary/Red Deer)

BMO; Red Deer; Hybrid; CAD 35,000 - 67,000; Full time

Job summary

A leading financial institution is seeking a candidate for a client-focused role in Red Deer. You will support Investment Advisors with day-to-day administration tasks and manage client relationships by delivering exceptional service and advice. The position requires 3-5 years of relevant experience with advanced knowledge of investment procedures. This role offers a salary range of $35,900 - $66,300, along with various discretionary bonuses and benefits.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• 3-5 years of relevant experience and/or certification in related field.
• Advanced knowledge of investment process and procedures.
• Good verbal and written communication skills.

Responsibilities

• Supports Investment Advisors with day-to-day administration.
• Books meetings and prepares packages for prospects.
• Handles client inquiries and resolves complaints effectively.

Skills

Client relationship management

Problem solving

Communication skills

Organization skills

Collaboration skills

Education

3-5 years of relevant experience or certification

Knowledge of compliance practices

Job description

A leading financial institution is seeking a candidate for a client-focused role in Red Deer. You will support Investment Advisors with day-to-day administration tasks and manage client relationships by delivering exceptional service and advice. The position requires 3-5 years of relevant experience with advanced knowledge of investment procedures. This role offers a salary range of $35,900 - $66,300, along with various discretionary bonuses and benefits.