Elevate client relations as a Client Services Associate at Kinsted Wealth in Calgary. This full-time role emphasizes transaction management, CRM updates, and exceptional client support.
Kinsted Wealth is seeking a dedicated Client Services Associate to enhance its Client Service team. This pivotal position requires strong interpersonal and communication skills, alongside meticulous attention to detail. The ideal candidate will thrive in a fast-paced environment, offering administrative support and ensuring seamless operations.
Key Responsibilities:
• Manage client deposits and withdrawals efficiently
• Prepare and track new account applications
• Produce and reconcile daily financial reports
• Maintain CRM and help Wealth Counsellors
• Respond promptly to client and advisor inquiries
Requirements:
• 5+ years in client service within Investment Management
• Proficient in Microsoft Office 365 tools
• Knowledge of various investment account types
• Robust attention to detail and multitasking ability
• Bachelor's degree in finance or related field preferred
Become a vital part of Kinsted Wealth's client-focused approach, ensuring excellence in service and operations.
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📌 Client Services Associate in Calgary
🏢 Kinsted Wealth
📍 Calgary