Full-time
Wealth Management Licensing & Client Services Associate
Posted by Insight Global • calgary, ab, Canada
About the Role
A Wealth Management Client in Calgary is seeking a Licensing Associate to process client transactions and ensure compliance. Responsibilities include reviewing account activity, contacting clients, and assisting with portfolio administration. Ideal candidates will have 2+ years of financial services experience, familiarity with Dataphile and Microsoft Dynamics 365, and must complete required Canadian securities licensing. This position promotes a diverse workplace environment.
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