Become a pivotal part of ATB Wealth as a Client Service Associate, supporting Financial Advisors in managing client portfolios. Focus on providing professional post-sale service and client support.
As a Wealth Experience Associate at ATB Wealth, you will help manage a diverse client portfolio while enhancing service efficiency. This role requires a client-obsessed attitude and a passion for delivering friendly, professional support. Key responsibilities include answering client inquiries, coordinating meetings, and organizing client events to build strong relationships.
Key Responsibilities:
• Serve as the primary point of contact for client inquiries
• Coordinate client meetings and events for optimal engagement
• Ensure effective communication of investment-related information
• Maintain compliance by adhering to regulations and policies
• Update client records and manage investment activities
Requirements:
• Pursuing CIRO Registered Investment Representati...