Investment Services Associate: Client Relations & Onboarding

lba; Calgary; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Insurance coverage (medical, dental, &

Disability insurance

DPSP contributions

Job summary

Letko, Brosseau & Associates is seeking a professional Associate to assist Investment Counsellors in maintaining and growing client relationships across private and institutional clients. The role involves handling all administrative matters for accounts, onboarding new clients, and supporting various business development initiatives.

The Associate will actively participate in initiatives to improve customer satisfaction and engagement, coordinating meetings, responding to inquiries, and

Qualifications

• Bachelor’s degree is required or equivalent.
• 2–5 years of experience in financial services.
• CFA or CIM designation pursued is preferred.
• Proficiency with Microsoft Office and familiarity with portfolio management systems and client relationship management databases.

Responsibilities

• Coordinate Investment Counsellors’ meetings and prepare presentation materials.
• Answer client and prospective client inquiries via email/phone, including tax questions and account openings.
• Manage client onboarding, onboarding documentation, and maintain up-to-date client files.
• Liaise with custody, accounting, trading and compliance teams on client matters.
• Assist business development and marketing efforts, including prospect outreach and client events.
• Handle day-to-day administrative and office tasks and coordinate with IT for issues.

Skills

Customer service

Communication

Organization

Attention to detail

Education

Bachelor’s degree

Tools

Microsoft Office

CRM databases

Portfolio management systems

Job description

Letko, Brosseau & Associates is seeking a professional Associate to assist Investment Counsellors in maintaining and growing client relationships across private and institutional clients. The role involves handling all administrative matters for accounts, onboarding new clients, and supporting various business development initiatives.

The Associate will actively participate in initiatives to improve customer satisfaction and engagement, coordinating meetings, responding to inquiries, and