About the job

Client Service AssociateLocation: Calgary, ABIndustry: Wealth Management / Financial ServicesEmployment Type: Full-TimeWork Model: In-Office

• About the OpportunityOur client is an established, independent wealth management firm in Calgary providing comprehensive investment and financial planning solutions to high-net-worth individuals, families, business owners, and professionals.They are looking to add a Client Service Associate to their team. This is an excellent opportunity for a detail-oriented financial services professional who enjoys working closely with clients and advisors and wants to build a long-term career within an independent wealth management environment.The successful candidate will play an important role in delivering a high level of client service while supporting the advisory team with the day-to-day administration and execution of client needs.Key ResponsibilitiesServe as a primary point of contact for clients, providing responsive and professional service
• Support Advisors with day-to-day client service and administrative requirements
• Prepare and process account opening, transfers, deposits, withdrawals and other client documentation
• Coordinate client requests and follow up to ensure timely resolution
• Maintain accurate and up-to-date client records and documentation
• Assist with investment account administration and transaction processing
• Coordinate client meetings, appointments and follow-ups
• Prepare reports, correspondence, presentations and other client materials
• Liaise with custodians, investment dealers, financial institutions and other external partners
• Assist with compliance-related documentation and ensure files remain current
• Support client onboarding and account maintenance processes
• Identify opportunities to improve the client experience and internal processes
• Work collaboratively with Advisors and other members of the team to ensure a seamless client experience
• What We're Looking For2+ years of experience in financial services, wealth management, banking, or a related environment
• Previous experience supporting Financial Advisors, Portfolio Managers or Wealth Management teams is preferred
• Strong understanding of investment accounts, financial services administration and client documentation
• Excellent attention to detail and organizational skills
• Strong written and verbal communication abilities
• Ability to manage multiple priorities in a fast-paced environment
• Strong client service mindset and professional presence
• Proficiency with Microsoft Office, particularly Outlook and Excel
• Experience with CRM and/or portfolio management systems is an asset
• Canadian securities or financial services credentials are an asset

The Ideal CandidateThe ideal candidate is someone who is organized, proactive and client-focused, with the ability to anticipate what advisors and clients need before being asked.You are comfortable taking ownership of administrative processes, communicating directly with high-net-worth clients, and working as part of a close-knit advisory team. You take pride in accuracy and follow-through and are looking for an opportunity to grow with an independent wealth management firm.

•        Client Relationship Management & UHNW Advisory: Manages high-net-worth and international client relationships, delivering tailored, trust-based advisory aligned with client goals, risk appetite, and investment horizon.

•        Portfolio & Wealth Management: Evaluates client financial positions and identifies opportunities across investments, deposits, and protection solutions to support holistic financial planning.

•        NRI Banking & Cross-Border Transactions: Handles NRI banking, forex transactions, remittances, and account management, with a focus on compliant and seamless international service delivery.

•        Regulatory Compliance & Risk Control: Applies KYC/AML frameworks and internal risk controls consistently across client onboarding, transactions, and portfolio reviews.

•        Business Development & Cross-Selling: Builds new client relationships through proactive prospecting, referrals, and networking, while expanding wallet share through cross-selling and upselling.

•        Financial Operations & Process Ownership: Owns end-to-end financial and offboarding processes, coordinating across teams to ensure accurate, timely, and audit-compliant closure.