Join ATB Wealth as a Wealth Experience Associate, where you will provide crucial support for Financial Advisors while ensuring top-tier client service. Engage with clients and contribute to their investment needs daily.
In the role of Wealth Experience Associate, your primary responsibilities include managing client portfolios and delivering efficient service. Your client-obsessed approach and excellent organizational skills will be key in following up on investment requests and coordinating meetings. The ideal candidate will have a background in wealth management and possess a proactive mindset to seek growth opportunities.
Key Responsibilities:
• Act as a first point of contact for client inquiries
• Schedule and prepare for annual client meetings
• Assist clients with investment document sign-offs
• Ensure timely follow-up on all service requests
• Uphold compliance with investment-related regulations
Requirements:
• Pursuing CIRO Registration as an Invest...