Client Service Associate

Job Description

Overview

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.

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

• 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.