Client Service Associate Position at Kinsted

Join Kinsted Wealth as a Client Service Associate, focusing on superior client experience in Calgary. This full-time position entails key administrative and relationship management tasks.

In this essential role within the Client Service team, you will provide critical administrative support that ensures efficient client account transactions and service delivery. Strong interpersonal and communication skills, alongside financial services knowledge, are essential for success. Your meticulous attention to detail and efficiency will help foster strong client relationships.

Key Responsibilities:

• Process client transactions including deposits and withdrawals

• Prepare applications and manage transfers between accounts

• Maintain regular updates of client CRM data

• Assist Wealth Counsellors with meeting preparations

• Ensure timely responses to requests and inquiries

Requirements:

• Minimum 5 years of client service in financial services

• Strong proficiency in Microsoft Office 365

• Knowledge of investment account types required

• Detail-oriented with excellent multitasking skills

• Bachelor’s degree in finance or related field preferred

Drive client satisfaction with Kinsted Wealth by supporting transactions and strengthening relationships.
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