Investment Services Associate – Client Relations

Letko, Brosseau & Associates Inc; Calgary; Hybrid; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Hybrid work model

Insurance coverage

Deferred profit-sharing plan (DPSP)

Job summary

Letko, Brosseau & Associates Inc is seeking a professional to assist Investment Counsellors in maintaining and growing client relationships and supporting business development. You will be the primary contact for administrative matters on client accounts and help improve customer satisfaction.

The role involves onboarding, responding to client inquiries, coordinating meetings, and collaborating with custody and accounting teams.

Qualifications

• Bachelor’s degree in business administration or related field.
• 2–5 years of experience in financial services.
• Interest in pursuing CFA or CIM designation is preferred.

Responsibilities

• Coordinate Investment Counsellors’ meetings and prepare presentation material for clients.
• Answer client inquiries via email/phone, including instructions for contributions, withdrawals, or transfers; requests for statements or reports; tax questions; new account openings.
• Complete onboarding documentation and maintain up-to-date client files per compliance requirements.
• Liaise with custody firms and internal departments on client matters; support business development and events.

Skills

Customer service

Communication

Organization

Multitasking

Teamwork

Problem-solving

Education

Bachelor’s degree in business administration or related field

Tools

Microsoft Office

Portfolio management systems

CRM databases

Job description

Letko, Brosseau & Associates Inc is seeking a professional to assist Investment Counsellors in maintaining and growing client relationships and supporting business development. You will be the primary contact for administrative matters on client accounts and help improve customer satisfaction.

The role involves onboarding, responding to client inquiries, coordinating meetings, and collaborating with custody and accounting teams.