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 • Solid 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. #J-18808-Ljbffr

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