22 Sep
|
Letko, Brosseau & Associates
|
Calgary
22 Sep
Letko, Brosseau & Associates
Calgary
Letko, Brosseau & Associates is one of Canada’s leading independent global investment managers. Founded in 1987, the firm offers a diverse set of investment solutions to a domestic and international customer base. We believe our business-minded, fundamental research approach, solid ethical culture and client-first fiduciary commitment has been the key to our long-term growth and success. Through ongoing, active engagement with the companies we invest in, we seek to contribute to positive change, while earning superior returns for our clients. Our Investment Services team is responsible for all aspects of the firm’s interaction with clients. This includes communicating the firm’s investment views, ensuring the efficient execution of any instructions and providing any reporting or other information that the client requires. The team is also responsible for developing relationships with prospective clients. Our mission is to provide a supportive and inclusive environment where all individuals can maximize their full potential. The Opportunity:
We are seeking a highly professional individual to assist our Investment Counsellors in maintaining and growing existing client relationships, and to support the team’s business development efforts. Serving a group of private and institutional customers, the Associate will be their primary point of contact for all administrative matters pertaining to their accounts. As an integral member of the team, the Associate will also actively participate in various initiatives aimed at continuously improving customer satisfaction and engagement. Main responsibilities: Coordinate the Investment Counsellors’ meetings with existing or prospective clients and prepare all required presentation material in a timely manner. Answer various email and telephone queries from clients and prospective clients, as well as their accountants or consultants, including: Instructions for contributions, withdrawals, or transfers Requests for statements or portfolio reports Tax-related questions Requests for new
📌 Associate, Investment Services (Calgary)
🏢 Letko, Brosseau & Associates
📍 Calgary