The Vantage Talent Group in Calgary is seeking a Client Service Associate to join an established wealth management team. You will serve as a primary contact for clients, support advisors with day-to-day service, and help with account openings, transfers, deposits and documentation.
Ideal candidates have 2+ years in financial services, robust communication and detail orientation, and proficiency with MS Office, CRM systems, and portfolio management tools.
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📌 Wealth Management: Client Services Associate (Alberta)
🏢 The Vantage Talent Group
📍 Alberta
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