Become a vital part of Kinsted Wealth's team as a Client Services Associate in Calgary. This full time position focuses on comprehensive client support and operational excellence.

At Kinsted Wealth, the Client Services Associate is integral to ensuring top-notch service delivery. The role combines administrative tasks, client interaction, and CRM management, making it essential for client satisfaction. Candidates should have a keen eye for detail and a proactive approach to supporting both clients and Wealth Counsellors.

Key Responsibilities:
• Handle deposits, withdrawals, and account applications
• Generate and reconcile daily transactions accurately
• Update and maintain client information in CRM systems
• Coordinate schedules for Wealth Counsellors
• Provide timely responses to client requests

Requirements:
• Over 5 years of client service experience
• Familiarity with Investment Management preferred
• Proficient in Microsoft Office 365 applications
• Strong understanding of different investment accounts
• Bachelor's degree or Canadian Securities Course asset

Support Kinsted Wealth's mission by delivering exemplary service in a role designed for growth.
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📌 Calgary Client Services Associate Role (Alberta)
🏢 Kinsted Wealth
📍 Alberta