Join ScotiaMcLeod as a Client Services Associate in Calgary, Alberta, and enhance the wealth management experience for clients. Deliver top-notch client administration and support to Wealth Advisors.
In this essential role, you will ensure effective client service through meticulous administration and responsiveness to inquiries. Collaborate with advisors to implement financial strategies and contribute to marketing initiatives that drive business growth.
Key Responsibilities:
• Ensure smooth client administration and process management
• Enter client trades based on directives from Advisors
• Organize materials for marketing events and seminars
• Prepare tracking reports for Wealth Advisors’ reviews
• Foster interdepartmental communication and knowledge sharing
Requirements:
• Proven experience in the securities industry
• CIRO Investment Representative approval
• Solid communication and organizational abilities
• High attention to detail and time management skills
• Self-motivated with the ability to meet deadlines
Support clients’ wealth journeys while developing your skilled skills at ScotiaMcLeod.
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