Full-time
Wealth Experience Associate - Client Services Lead
Posted by ATB Financial • Edmonton, Division No. 11, Canada
About the Role
A leading Canadian financial institution in Edmonton is seeking a Wealth Experience Associate to assist Financial Advisors in managing client portfolios. The ideal candidate will offer friendly, efficient client service and ensure effective communication of investment needs. Key responsibilities include client interaction, event management, and maintaining compliance. Strong organizational skills and knowledge of wealth management solutions are crucial. Candidates from diverse backgrounds are encouraged to apply for this inclusive workplace.
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