Job Description
Become a Wealth Experience Associate at ATB and support Financial Advisors while ensuring top-notch client service! This role is suited for detail-oriented candidates wanting to thrive.
As part of ATB Wealth, the Wealth Experience Associate assists in managing a diverse portfolio of clients. Your main focus will be providing high-quality administrative support to Financial Advisors and ensuring effective communication with clients. By fostering strong relationships, you will help drive client satisfaction and business success.
Key Responsibilities:
• Be the primary contact for client interactions
• Handle inquiries about investment products and processes
• Coordinate significant client events for better engagement
• Organize and manage schedules for financial meetings
• Update client information accurately in Salesforce
Requirements:
• CIRO registration as an Investment Representative preferred
• In-depth understanding of wealth management services
• Pr...
As part of ATB Wealth, the Wealth Experience Associate assists in managing a diverse portfolio of clients. Your main focus will be providing high-quality administrative support to Financial Advisors and ensuring effective communication with clients. By fostering strong relationships, you will help drive client satisfaction and business success.
Key Responsibilities:
• Be the primary contact for client interactions
• Handle inquiries about investment products and processes
• Coordinate significant client events for better engagement
• Organize and manage schedules for financial meetings
• Update client information accurately in Salesforce
Requirements:
• CIRO registration as an Investment Representative preferred
• In-depth understanding of wealth management services
• Pr...
Ready to Apply?
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