Investment Operations & Client Services Specialist

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

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