Private Client Associate: High Net Worth Wealth Services

ATB; Calgary; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Employee recognition programs

Professional development support

Job summary

ATB Financial seeks a Private Client Associate to act as the first point of contact for clients, supporting Investment Counselors with meeting materials, documentation, and reporting. You will help deliver top-tier client service and develop reporting for high-net-worth accounts.

You will collaborate with Investment Counselors, manage client files, and ensure compliance while growing your knowledge of custodial and investment systems.

Qualifications

• University/college degree or equivalent work experience in the investment industry.
• Completion of the Canadian Securities Course is considered an asset.
• Experience providing high standard of client service in discretionary investment management.

Responsibilities

• Prepare meeting materials, account documentation and client correspondence.
• Assist Investment Counselors in executing high net worth client service programs.
• Maintain organized client files and ensure compliance with policies and procedures.

Skills

Client service

Communication skills

Investment knowledge

Google Suite

Excel

Discretionary investment management

Education

University/college degree or equivalent

Tools

Salesforce

Dataphile

PureFACTS

iBalance

Google Suite

Excel

Job description

ATB Financial seeks a Private Client Associate to act as the first point of contact for clients, supporting Investment Counselors with meeting materials, documentation, and reporting. You will help deliver top-tier client service and develop reporting for high-net-worth accounts.

You will collaborate with Investment Counselors, manage client files, and ensure compliance while growing your knowledge of custodial and investment systems.