Client Service Associate
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 responsibilities, working closely with clients, advisors, and team members to ensure smooth day-to-day operation of the firm.
Key Responsibilities
- Prepare and review daily, monthly, and annual reports; draft client correspondence; and manage special projects
- Process and follow up on security transactions and transfers, including trade instructions
- Open new accounts, manage documentation, and ensure compliance with regulatory requirements
- Support the team with paperwork, head office communications, and account opening processes
- Liaise with internal operational and administrative departments as needed
- Handle incoming and outgoing client calls, providing prompt and accurate information
- Build and maintain strong client relationships through responsive communication and proactive problem-solving
- Manage clients’ day-to-day administrative and trade requests with discretion and efficiency
- Prepare professional correspondence, reports, and maintain organized client files
- Act as the team lead during tax reporting season, coordinating with clients and tax professionals
- Support Financial Advisors in business growth initiatives
- Assist with client event planning and coordination
- Perform general office duties as required
Qualifications & Skills
- Bachelors degree in finance, commerce, business administration or related field
- Working knowledge of investment processes, procedures, and compliance regulations
- Excellent verbal and written communication skills, with a high level of professionalism
- Self-directed, energetic and motivated
- Strong organizational skills and attention to detail
- Exceptional client service and interpersonal skills
- Proven ability to prioritize, multitask, and meet deadlines in a high-volume, fast-paced environment
- Demonstrated ability to work independently and collaboratively as part of a team
- Flexible, resourceful, and willing to assist others as needed
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Event planning or coordination experience an asset
Remuneration for this position will consist of a base salary commensurate upon experience, bonus, health benefits and flex days.
If you’re seeking a high-growth opportunity where you can meaningfully contribute, we look forward to hearing from you. For a confidential discussion and immediate consideration for this role, please contact Mariah Beahen at mariah.beahen@summitsearchgroup.com.
Summit Search Group has a strong commitment to Diversity, Equality, and Inclusion. We strive for continuous development, modeling, inclusive behaviors and managing bias throughout our process.
