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ATB Financial

Calgary / Global

Private Client Associate at ATB

Job Description

Elevate client relationships as a Private Client Associate at ATB, where empowering clients is our core mission. Leverage your skills in investment management to support high net worth clients effectively.

In this role, you will serve as the initial contact for clients, ensuring an exceptional experience through effective communication and administrative support. Working closely with Investment Counselors, you'll be responsible for preparing meeting materials, managing account documentation, and developing customized reports. The position demands a proactive approach to resolving complex inquiries and maintaining high standards of service excellence.

Key Responsibilities:

• Collaborate with Investment Counselor to prepare meeting support

• Execute client service programs for high net worth clients

• Resolve complex administrative inquiries efficiently

• Maintain organized client files per Compliance standards

• Train new Portfolio Associates on necessary tasks

Requirements:

• Minimum 5 years in investment management industry

• University degree or equivalent work experience

• Completion of Canadian Securities Course is an asset

• Experienced in Google Suite and Excel

• Strong problem-solving and communication skills

This role offers the chance to provide top-notch service and foster meaningful client connections at ATB.

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