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Wealth Client Experience Specialist

Job in Red Deer, Alberta, Canada
Listing for: ATB Financial
Full Time position
Listed on 2026-02-07
Job specializations:
  • Finance & Banking
    Accounting & Finance
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company in Red Deer is looking for a Wealth Experience Associate to aid Financial Advisors in managing their clients. The position emphasizes exceptional client service, efficient administrative support, and proactive client engagement. The ideal candidate should have knowledge of investment products, strong organizational skills, and an ability to communicate effectively. This role aims to enhance client satisfaction through well-coordinated support and proactive communication in a friendly, hybrid work environment.
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