Client Service Associate, Calgary

Job Description


CWB McLean & Partners As an affiliate brand of CWB Wealth Management, we provide personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. We are subadvisors to the CWB Wealth Management Onyx Funds and currently have over $2 billion of assets under management and administration. We have a dedicated team of 27 professionals bringing to life our vision of making CWB McLean & Partners the wealth management company of choice. The opportunity Relationship building. High-touch client service. Proactive client account management. The Client Service Associate is responsible for ensuring their client service delivery and the management of client data, administration and relationship has the high-quality touch and feel expected by our clientele at CWB McLean & Partners. The ideal applicant will be responsible for delivering high touch relationships with our clients. Your passion and focus for the client should come from a deep understanding and appreciation for the trust they have placed in us. Our clients’ investments aren't just a collection of numbers on a spreadsheet. They are children’s education, safeguards against the unexpected, years of retirement vacations – these investments are their entire lives and their future. This role is a good fit for you if you have the following: The ability, passion, and skills to proactively administer and service 100 high-net-worth clients. A consistent track record of successfully building relationships with clients. Strong interpersonal skills and the ability to work efficiently within a team. Proactive self-starter, with strong organization skills and follow through. A proven understanding of the investment industry, and key client service components including documentation, compliance, and trading. The day to day Client Service Delivery Embrace our “exceeding expectations” philosophy in all client dealings. Making clients and guests feel beyond welcomed, appreciated and respected at all times. Provide an exceptional service experience for our clients through on-time delivery of information related to client requests and needs, such as tax packages, EFTs, cheques, reporting, account information, combined with a focus on building personal relationships. Supporting the Client Portfolio Manager (CPM) in their business development efforts. Work closely with the CPM to develop, service, and maintain client relationships. Client Account Management Responsible for all administrative components, acting on client requests and providing the CPM with the support to ensure high levels of client retention. Driving onboarding through expedited documentation, account opening and fee setup to ensure the efficient transition from prospect to client. Provide administrative support in delivering client documentation including client portfolio reviews, prospect presentations, meeting review materials and various spreadsheets for CPM analysis. Proactively booking meetings and preparing portfolio reviews and documentation for client review meetings. Ensure documentation is maintained for accuracy, timeliness, and that all relevant information is maintained in the CRM system. Ensure accuracy in all trading, purchase, and redemption orders, and that all activities are settled correctly in an appropriate time frame. Work collaboratively with client accountants during tax time - providing tax slips, statements, and tax packages. Foundational knowledge and experience to build on Three plus years’ professional experience as an RR/IR registered client service associate. Trading capabilities in domestic marketplaces with experience in trading and order entry. Registration requirements Fully licensed with IIROC as an IR or RR, or ready to be licensed (CSC and CPH completed). Skills that take you further Capable. Diligent. Reliable. Organized. Efficient. Collaborative. Ability to perform large volumes of workflow with high attention to detail. Ability to prioritize and optimally manage demanding workloads. Ability to deal with confidential documentation. Work collaboratively in a team environment. Why work with us? People first benefits Winners of Canada’s Most Admired Corporate Culture 2021 & recognized as one of 50 Best Workplaces in Canada by Great Places to Work 2021 Your voice matters. Help us shape our voice around important social & cultural matters. The opportunity to make a difference. Build a team. Make an impact. Put your mark on the CWB landscape. Flexible work arrangements. Make work make sense for you. Remote work. Relocation. Unique schedules. Physical health and mental fitness are priorities. Generous time away to practice self-care and family-care with 100% company paid benefit & support programs. Community giving. Drive economic prosperity in your community. Get involved. Volunteer. Fundraise. All with CWB support. Innovation. Learn. Grow. Enhance. At CWB, we play to win. When we fail, we fail forward. Recognition. Peer to peer recognition program. Both “in the moment” and monumental Financial rewards. Yup We pay you too. Base plus performance incentives. Retirement investment strategy. You can’t work forever, so we have a RRSP contribution & matching program with financial advisors at the ready to help you make the most of your wealth. Company ownership. The knowledge and opportunity to impact the bottom line and be rewarded for it - every day, with our employee share purchase plan. Great Places To Work. CWB recognized as one of 50 Best Workplaces in Canada. Discover CWB. Create your career. Apply today. About CWB Wealth Management. CWB Wealth Management is a leader in the Canadian private wealth industry, with more than 200 wealth professionals across Canada. We hold over $8 billion in assets under management and administration, and provide advisory services on over $2 billion of Indigenous Services assets. We take a fully integrated approach to wealth management, with customized strategies designed to address our clients’ unique goals. Our highly qualified professional teams deliver sophisticated financial planning experiences, complemented by institutional quality investment management. Along with our affiliate brands, we are proud to serve private wealth clients in both English and French, and to offer specialized investment management and advisory capabilities for institutional clients and Indigenous communities. CWB’s combined strengths in commercial banking, personal banking and wealth management represent a comprehensive full-service experience, uniquely positioned to meet the complex financial needs of successful business families. Affiliate brands include T.E. Wealth, T.E. Wealth Indigenous Services, Doherty & Bryant Financial Strategists, Leon Frazer & Associates, CWB McLean & Partners, Canadian Western Financial and CWB Insurance Solutions Ltd. Closing Date: April 27, 2022

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