Wealth Management: Client Services Associate

The Vantage Talent Group; Calgary; In loco; CAD 42.000 - 60.000; Tempo pieno

Descrizione del lavoro

The Vantage Talent Group in Calgary is seeking a Client Service Associate to join an established wealth management team. You will serve as a primary contact for clients, support advisors with day-to-day service, and help with account openings, transfers, deposits and documentation.

Ideal candidates have 2+ years in financial services, strong communication and detail orientation, and proficiency with MS Office, CRM systems, and portfolio management tools.

Competenze

• 2+ years of experience in financial services, wealth management, banking, or a related environment.
• Experience supporting Financial Advisors, Portfolio Managers or Wealth Management teams is preferred.
• Strong understanding of investment accounts, financial services administration and client documentation.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong client service mindset and professional presence.
• Proficiency with Microsoft Office, particularly Outlook and Excel.
• Experience with CRM and/or portfolio management systems is an asset.
• Canadian securities or financial services credentials are an asset.

Mansioni

• Serve as a primary point of contact for clients, providing responsive and professional service
• Support Advisors with day-to-day client service and administrative requirements
• Prepare and process account opening, transfers, deposits, withdrawals and other client documentation
• Coordinate client requests and follow up to ensure timely resolution
• Maintain accurate and up-to-date client records and documentation
• Assist with investment account administration and transaction processing
• Coordinate client meetings, appointments and follow-ups
• Prepare reports, correspondence, presentations and other client materials
• Liaise with custodians, investment dealers, financial institutions and other external partners
• Assist with compliance-related documentation and ensure files remain current
• Support client onboarding and account maintenance processes
• Identify opportunities to improve the client experience and internal processes
• Work collaboratively with Advisors and other members of the team to ensure a seamless client experience

Conoscenze

Client service

Communication skills

MS Office (Outlook, Excel)

CRM experience

Financial services knowledge

Attention to detail

Multitasking

Strumenti

CRM systems

Portfolio management systems

Microsoft Excel

Microsoft Outlook

Descrizione del lavoro

The Vantage Talent Group in Calgary is seeking a Client Service Associate to join an established wealth management team. You will serve as a primary contact for clients, support advisors with day-to-day service, and help with account openings, transfers, deposits and documentation.

Ideal candidates have 2+ years in financial services, strong communication and detail orientation, and proficiency with MS Office, CRM systems, and portfolio management tools.