BM
Client Service Associate
Calgary, Calgary region
On-site
Full-time
No salary posted4 weeks agoJob Overview
Application Deadline: 07/30/2026 Address: 525 8th Ave SW East Tower Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Books meetings with new prospects and prepares introductor…
What you'll do
- Provide administrative support to Investment Advisors and IA Team
- Support branch operations with day-to-day administration
- Deliver exceptional client service
- Book meetings with new prospects
- Prepare introductory materials and documentation
- Manage and grow client relationships
- Support achievement of business objectives
- Assist with staff coordination
What you'll need
- Support one or more Investment Advisors and IA Team
- Manage branch operations with day-to-day administration
- Deliver exceptional client service
- Book meetings with new prospects
- Prepare introductory materials
- Client-focused approach
- Commitment to growing client relationships
About the Company
BM