Elevate client relationships as a Private Client Associate at ATB, where empowering clients is our core mission. Leverage your skills in investment management to support high net worth clients effectively.In this role, you will serve as the initial contact for clients, ensuring an exceptional experience through effective communication and administrative support. Working closely with Investment Counselors, you'll be responsible for preparing meeting materials, managing account documentation, and developing customized reports.



The position demands a proactive approach to resolving complex inquiries and maintaining high standards of service excellence.Key Responsibilities:Collaborate with Investment Counselor to prepare meeting supportExecute client service programs for high net worth clientsResolve complex administrative inquiries efficientlyMaintain organized client files per Compliance standardsTrain current Portfolio Associates on necessary tasksRequirements:Minimum 5 years in investment management industryUniversity degree or equivalent work experienceCompletion of Canadian Securities Course is an assetExperienced in Google Suite and ExcelStrong problem-solving and communication skillsThis role offers the chance to provide top-notch service and foster meaningful client connections at ATB.

📌 Private Client Associate At Atb (Calgary)
🏢 ATB Financial
📍 Calgary