Client-Focused Wealth Experience Associate

Drive client satisfaction at ATB as a Wealth Experience Associate. This role is essential for providing professional post-sale service within the wealth management sector.
As part of your responsibilities, you will assist Financial Advisors in managing client portfolios and ensuring efficient handling of investment requests. You'll interact with clients to answer questions, coordinate meetings, and manage client documentation. This temporary 12-month position also includes organizing impactful client events.
Key Responsibilities:
• Act as primary contact for client requests
• Respond to queries regarding investment procedures
• Coordinate signing of investment documents with clients
• Attend and manage client hosting events
• Oversee Financial Advisor’s meeting scheduling
Requirements:
• Working towards CIRO Registered Investment Representative credential
• Completion of CSC/CPH or CIRE recommended
• Understanding of compliance and sales processes
• ...