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

Remuneration for this position will consist of a base salary commensurate upon experience, bonus, health benefits and flex days.