Job Description
Join ATB Wealth as a Wealth Experience Associate to provide vital administrative support to Financial Advisors. Your client-centric approach will enhance service quality and operational effectiveness.
In this role, your commitment to delivering high-quality service will make you a key player in managing client investment portfolios. You will empower clients through timely responses, effective communication, and seamless meeting coordination. Your initiative will contribute to achieving business growth by enhancing client relationships and identifying new opportunities.
Key Responsibilities:
• Act as the primary contact for client requests and inquiries
• Facilitate the signing of investment documents and account set-up
• Plan and manage client hosting events successfully
• Coordinate Financial Advisors’ schedules for annual reviews
• Ensure all trading activities are executed as requested
Requirements:
• Ability to (or working towards) CIRO Registration
• ...
In this role, your commitment to delivering high-quality service will make you a key player in managing client investment portfolios. You will empower clients through timely responses, effective communication, and seamless meeting coordination. Your initiative will contribute to achieving business growth by enhancing client relationships and identifying new opportunities.
Key Responsibilities:
• Act as the primary contact for client requests and inquiries
• Facilitate the signing of investment documents and account set-up
• Plan and manage client hosting events successfully
• Coordinate Financial Advisors’ schedules for annual reviews
• Ensure all trading activities are executed as requested
Requirements:
• Ability to (or working towards) CIRO Registration
• ...
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