ATB Financial seeks a Private Client Associate to act as the first point of contact for clients, supporting Investment Counselors with meeting materials, documentation, and reporting. You will help deliver top-tier client service and develop reporting for high-net-worth accounts.
You will collaborate with Investment Counselors, manage client files, and ensure compliance while growing your knowledge of custodial and investment systems.
📌 Private Client Associate: High Net Worth Wealth Services (Calgary)
🏢 ATB
📍 Calgary
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