Job opportunity
Wealth Client Services Associate
Bank N.A.
Bank N.A. in Calgary is seeking a Client Service Assistant to support Investment Advisors and the advisory team with daily operations and client service delivery.
You will coordinate meetings, handle routine client requests, and maintain client records to ensure accurate, timely service. The role requires up to 2 years of relevant experience and a post-secondary degree, with knowledge of wealth management operations and financial products.
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Apply on source site You will coordinate meetings, handle routine client requests, and maintain client records to ensure accurate, timely service. The role requires up to 2 years of relevant experience and a post-secondary degree, with knowledge of wealth management operations and financial products.
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