ATB Financial
Wealth Experience Associate at ATB
Job Description
Become a crucial part of client success at ATB as a Wealth Experience Associate. This role focuses on delivering exceptional post-sale service and support to an assigned portfolio of clients.
In this temporary 12-month term, you'll assist Financial Advisors by managing client requests, facilitating investment needs, and organizing client meetings. As a client-oriented professional, you will foster effective internal relationships while ensuring compliance with investment regulations and procedures. Your role will also involve attending client hosting events to add value to customer experiences.
Key Responsibilities:
• Serve as first point of contact for client requests
• Respond to client inquiries regarding investment products
• Organize and attend client hosting events
• Maintain up-to-date client records and documentation
• Manage Financial Advisor's client meeting schedule
Requirements:
• Working towards CIRO Registered Investment Representative
• Comp...
In this temporary 12-month term, you'll assist Financial Advisors by managing client requests, facilitating investment needs, and organizing client meetings. As a client-oriented professional, you will foster effective internal relationships while ensuring compliance with investment regulations and procedures. Your role will also involve attending client hosting events to add value to customer experiences.
Key Responsibilities:
• Serve as first point of contact for client requests
• Respond to client inquiries regarding investment products
• Organize and attend client hosting events
• Maintain up-to-date client records and documentation
• Manage Financial Advisor's client meeting schedule
Requirements:
• Working towards CIRO Registered Investment Representative
• Comp...