08 Oct
|
North Road Investment Counsel
|
Alberta
08 Oct
North Road Investment Counsel
Alberta
North Road Investment Counsel Inc. is seeking a detail-oriented Client Service Associate in Edmonton to support front office workflows, onboarding, and client data accuracy.
You will maintain client information across CRM and onboarding systems, assist with statements, tax reports, and fee collection, and collaborate across offices to ensure effective operations. The ideal candidate has at least 2 years in Canadian financial services operations, with experience in Salesforce, digital onboarding
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📌 Investment Operations & Client Services Specialist (Alberta)
🏢 North Road Investment Counsel
📍 Alberta