Wealth Experience Associate
Core
Administrative support and client service for a portfolio of ATB Wealth clients, assisting Financial Advisors in managing investment needs and delivering post-sale service.
Role type
Wealth Experience Associate (Administrative Manager)
Builds
Client account management, transaction processing, and client event coordination for ATB Wealth
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
CIRO Registered Investment Representative, wealth management solutions knowledge, administrative and organizational skills, prospecting and networking, Salesforce proficiency, G-suite tools
Preferred skills
post secondary education, previous industry related experience
Technologies
Salesforce, G-suite
Responsibilities
Act as first point of contact for clients to execute requests with minimal advisor involvement; respond to client questions regarding investment products, fees, and settlement; coordinate client document sign-offs and open additional accounts; organize and attend client hosting events; maintain understanding of investment regulations and compliance; prepare and fulfill client account and transactional information requests; manage Financial Advisor client bookings and meeting materials; monitor investment maturities and initiate renewal steps; update client information and record keeping in Salesforce; process trading activities and resolve issues.
Seniority
Individual Contributor