Wealth Management: Client Services Associate

The Vantage Talent Group in Calgary is seeking a Client Service Associate to join an established wealth management team. You will serve as a primary contact for clients, support advisors with day-to-day service, and help with account openings, transfers, deposits and documentation.

Ideal candidates have 2+ years in financial services, strong communication and detail orientation, and proficiency with MS Office, CRM systems, and portfolio management tools.