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Client associate Jobs in Calgary, AB

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Client associate • calgary ab

Last updated: 5 days ago

Wealth Associate (On-Site)

National BankCalgary, Alberta
Full-time +1

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will hel... Show more

 • Promoted

Senior Client Relationship Specialist - Group Benefits

0000050824 RBC Life Insurance CompanyCALGARY, Alberta, Canada
Full-time

As a Senior Client Relationship Specialist, you will serve as a key point of contact for account management, focusing on post-sales activities, complex contractual and plan design inquiries, and th... Show more

Client Service Representative - $21.50/h - Remote

JunkLuggers CanadaCalgary, Alberta
CA$21.50 hourly
Remote
Full-time

At the Junkluggers, we take great pride in our commitment to providing exceptional customer service and preserving the environment.We are dedicated to supporting our local communities and doing our... Show more

Client Care Specialist - Centre Street Veterinary Clinic

VetCare CanadaCalgary, AB, CA
CA$15.00 hourly
Full-time +1
Quick Apply

Welcome, we're thrilled you are considering joining the highly skilled team at Centre Street Veterinary Clinic Learn More Located in Calgary, AB, we are a Veterinary team who is committed to the hi... Show more

Associate (On-Site)

National BankCalgary, Alberta
Full-time +1

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will hel... Show more

 • Promoted

Client Systems Analyst II

SAITCalgary, AB
CA$90,000.00 yearly
Full-time

We’re strategic thinkers, problem-solvers, and innovators who turn big ideas into digital solutions that move SAIT forward.Join us and help build what’s next.P2065 Technical Systems Analyst II .Pla... Show more

Client Services Advisor

Carina SoftwareCalgary, Alberta, .CA
Full-time
Quick Apply

Omnira specializes in software solutions for the oil and gas industry to help exploration and production (E&P) companies make better capital investments and operations decisions.Its solutions suppo... Show more

Client Experience Leader - Calgary

Hello World RecruitmentCalgary, AB, CA
Full-time

We are currently recruiting for a.Step into a key leadership role influencing both Commercial and Personal Lines service teams.Competitive compensation package with full benefits.Make a meaningful ... Show more

Analyst, Client Experience - Calgary, Alberta

IX Solutions Ltd.Calgary, AB, CA
CA$50,000.00 yearly
Full-time
Quick Apply

Job Title:             Analyst, Client Experience Job Location:      Hybrid: Onsite with clients and remote, work from home in ... Show more

Client Relationship Manager - Group Retirement Savings

Randstad CanadaCalgary, Alberta, CA
CA$75,000.00 yearly
Full-time +1
Quick Apply

Are you a results-driven professional with a passion for **Business Development and Account Management**?.We are partnering with a premier Canadian financial services provider to hire **Client Rela... Show more

Client Implementation Coordinator

Blackline SafetyCalgary, AB, CA
Full-time
Quick Apply

Our team at Blackline Safety is growing! As a people-driven technology company, with a mission to make sure every worker returns home safely, we drive innovation, practice resiliency, demonstrate l... Show more

Client Solution Manager - Commercial Energy Team

GallagherCalgary, Canada
Full-time

As Client Solutions Manager you will be working directly with our commercial Oil & Gas sector clients in delivering the world-class customer service Gallagher is so well known for.This means you wi... Show more

Senior Client Relationship Specialist - Group Benefits

Royal Bank of Canada>CALGARY, Canada
Full-time

As a Senior Client Relationship Specialist, you will serve as a key point of contact for account management, focusing on post-sales activities, complex contractual and plan design inquiries, and th... Show more

PIA Client Service Associate

The Toronto-Dominion Bank (Canada)Calgary, Alberta
Full-time

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.I... Show more

Client Services Administrator - (Contract)

AGAT LaboratoriesCalgary, AB, CA
Full-time
Quick Apply

Your future is bright at AGAT!.At AGAT Laboratories, we are the next step in your career!.By joining AGAT, you become part of a dynamic, purpose-driven team that fosters innovation, collaboration, ... Show more

Wealth Associate (On-Site)

Wealth Associate (On-Site)

National BankCalgary, Alberta
30+ days ago
Job type
  • Full-time
  • Permanent
Job description
Présence On-Site Job number 33429 Catégorie Support Statut: Permanent Type de contrat Permanent Programme: Full-Time Temps plein/Temps partiel? Full-Time Date d'affichage 28-mai-2026 Champ d'intérêt: Statut: Permanent

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your job:

  • Ensure effective communication between all parties (clients, advisors, and various collaborators)
  • Provide superior customer service in person, on the phone, and by email
  • Analyze client accounts to prepare for activities that support wealth advisors in their business development
  • Diligently carry out transactions related to investment accounts
  • Open and update client files
  • Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings
  • Ensure adherence to compliance and risk management rules

Your team:

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

  • College diploma in a related field
  • At least one year of relevant experience in a related field such as banking operations, customer service, or administration
  • Good knowledge of the Microsoft Office suite
  • Organizational and priority management skills
#INDGP Langues: English

Compétences

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Communication Critical Thinking Information Analysis Multitasking Organization Skills Problem Solving Stress Management Teamwork Wealth Management Cybersecurity Accountability Client-focused Detail-oriented Digital literacy Initiative Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal