Elevate your career with Mawer Investment Management as a Private Wealth Associate. Collaborate with Investment Counsellors and provide exceptional client support in a dynamic work workplace.
Mawer is seeking a Private Wealth Associate to join its talented team, dedicated to delivering top-tier financial services. This full-time role emphasizes robust attention to detail and excellent client relationship management. With over three years in an administrative or financial role, you'll play a crucial part in account onboarding, documentation, and reporting.
Key Responsibilities:
• Support Investment Counsellors with administrative tasks
• Manage account activities and ensure client satisfaction
• Prepare and verify accuracy of trade orders




• Troubleshoot client inquiries and resolve complex issues
• Streamline service models and operational procedures
Requirements:
• 3+ years in financial services or administration
• University degree or relevant diploma
• Experience with Microsoft Office 365
• Knowledge of investment account types required
• Robust client service orientation and teamwork skills
Contribute your expertise in client relations and financial operations as you grow with Mawer Investment Management.
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📌 Private Wealth Associate At Mawer Calgary
🏢 Mawer Investment Management
📍 Calgary