Client Services Associate

Kinsted Wealth is a mid-sized Calgary based discretionary portfolio management firm. The company was founded in 2003, with the vision of delivering wealth counselling better than has ever been done before. We strive to achieve this goal daily by offering clients access to a diverse set of investments that go beyond the conventional stock and bond portfolio. Our efforts include minimizing conflicts of interest, comprehending our clients' goals, and collaborating with their other advisors to recognize and address their evolving wealth needs.

Department:  Client Service

Reports to:

Manager, Client Experience

Employment type:

Full-time

Position Overview
The Client Service Associate holds a pivotal position within the Kinsted Client Service team, providing the transactional, administrative, and CRM support that keeps client accounts accurate and Wealth Counsellors running smoothly.

The ideal candidate is well-rounded with strong interpersonal skills, excellent communication skills, high attention to detail, and the ability to multi-task and thrive in a fast-paced, dynamic environment. Experience in the financial services industry and with investment products is preferred.

Key Responsibilities
Client Transactions & Account Administration

Make deposits and withdrawals for clients.

Prepare new account applications and initiate and track transfers.

Data & Reporting

Produce and reconcile daily reports.

Maintain and update the client / contact CRM.

Liaise with the trading department and custodian (Aviso).

Client & Wealth Counsellor Support

Respond promptly to client inquiries & requests.

Prepare client meeting packages for the Wealth Counsellors.

Coordinate and maintain multiple calendars for Wealth Counsellors.

Operations Support

Assist with various operations projects as required.

Daily reports produced and reconciled accurately and on schedule, with discrepancies flagged the same day they're identified.

Transaction Processing

Deposits, withdrawals, new account applications, and transfers processed within established service timelines.

Minimize rework or corrections requested by Compliance and Operations.

Data Integrity

CRM records kept complete, accurate, and current.

Client Service Support

Same-day or next-business-day turnaround on client and Wealth Counsellor requests.

Zero missed follow-ups or outstanding service tasks beyond agreed timelines.

Meeting packages and calendars prepared accurately and ahead of scheduled meetings.

Behaviours, Skills, and Competencies

5+ years of client service experience in Investment Management or related field.

Strong working knowledge of Microsoft Office 365.

Working knowledge of individual investment account types (RRSP, TFSA, Taxable, Corporate, etc.) is required.

Attention to detail with the ability to prioritize incoming tasks.

Strong teamwork-based approach and a passion for client service.

Proactive approach to client service and communication.

Bachelor's degree related to investments, economics, finance, is preferred.

Canadian Securities Course (CSC), achieved or in progress, is considered an asset.

Kinsted is committed to an inclusive, equitable workplace where diverse perspectives are valued.

We offer competitive rewards designed to support professional growth and well-being.

Accommodations are available throughout the recruitment process upon request.

Applicant information will be handled in accordance with applicable privacy legislation.

This posting does not constitute an offer of employment.

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