Client Service Associate

Job Description

<p><h3>Overview</h3>
<p>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.</p>
<p>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.</p>
<h3>About the Role</h3>
<p>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.</p>
<h3>Responsibilities</h3>
<ul>
<li>Prepare and review daily, monthly, and annual reports; draft client correspondence; and manage special projects</li>
<li>Process and follow up on security transactions and transfers, including trade instructions</li>
<li>Open new accounts, manage documentation, and ensure compliance with regulatory requirements</li>
<li>Support the team with paperwork, head office communications, and account opening processes</li>
<li>Liaise with internal operational and administrative departments as needed</li>
<li>Handle incoming and outgoing client calls, providing prompt and accurate information</li>
<li>Build and maintain strong client relationships through responsive communication and proactive problem-solving</li>
<li>Manage clients’ day-to-day administrative and trade requests with discretion and efficiency</li>
<li>Prepare professional correspondence, reports, and maintain organized client files</li>
<li>Act as the team lead during tax reporting season, coordinating with clients and tax professionals</li>
<li>Support Financial Advisors in business growth initiatives</li>
<li>Assist with client event planning and coordination</li>
<li>Perform general office duties as required</li>
</ul>
<h3>Qualifications</h3>
<ul>
<li>Bachelors degree in finance, commerce, business administration or related field</li>
<li>Working knowledge of investment processes, procedures, and compliance regulations</li>
<li>Excellent verbal and written communication skills, with a high level of professionalism</li>
<li>Self-directed, energetic and motivated</li>
<li>Strong organizational skills and attention to detail</li>
<li>Exceptional client service and interpersonal skills</li>
<li>Proven ability to prioritize, multitask, and meet deadlines in a high-volume, fast-paced environment</li>
<li>Demonstrated ability to work independently and collaboratively as part of a team</li>
<li>Flexible, resourceful, and willing to assist others as needed</li>
<li>Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)</li>
<li>Event planning or coordination experience an asset</li>
</ul>
<p>Remuneration for this position will consist of a base salary commensurate upon experience, bonus, health benefits and flex days.</p>
<p>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.</p>
<p>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.</p></p>
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