Client Service Associate

Overview

Our client is a growing boutique wealth management firm seeking a Client Service Associate to join a high-performing advisory team in Calgary. As part of a leading investment dealer, the firm delivers personalized, relationship-driven wealth management solutions to clients.

This opportunity is ideal for a professional who values a collaborative, close-knit team environment and is driven to learn from experience mentors to grow a long-term career contributing to a successful advisory practice. If you thrive in a professional, fast-paced environment and enjoy building strong client relationships, this is an excellent in-office opportunity to begin or take the next step in your financial services career.

About the Role

As the Client Service Associate you will play a key role in supporting the advisory team and delivering an exceptional client experience. You’ll handle a mix of administrative, operational, and client service responsibiliti...