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 robust 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 • Strong 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. #J-18808-Ljbffr

📌 Client Services Associate in Calgary (Winnipeg)
🏢 Kinsted Wealth
📍 Winnipeg