Explore the prospect at Mawer Investment Management as an Investment Counselling Associate in Calgary. Work hybrid while delivering exceptional client service and administrative support.

In this role, you will work alongside Investment Counsellors, offering administrative expertise while maintaining quality client relationships. Your keen attention to detail will help in managing account activities like onboarding and trade verification, alongside resolving client concerns swiftly.

Key Responsibilities: • Provide administrative support to Investment Counsellors • Manage account onboarding and cash management • Investigate and resolve client issues and complaints • Prepare and verify trade orders accurately • Prepare reporting to clients on a regular basis

Requirements: • 3+ years of relevant experience in financial services • Business degree or comparable post-secondary education • Proficient in Microsoft Office 365 • Understanding of various investment account types required • Familiarity with CRM and trade management software is an asset

Utilize your strong analytical and troubleshooting abilities to enhance client satisfaction at Mawer. #J-18808-Ljbffr

📌 Investment Counselling Associate Role (Winnipeg)
🏢 Mawer Investment Management
📍 Winnipeg