Investment Associate Client Service
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Support high net worth clients at CIBC in Calgary through investment portfolio administration, client service, and operational follow-through. Work arrangement details are discussed during interviews.
As an Investment Associate, you provide administrative support to the Investment Counselor managing high value portfolios. You prepare client documentation, maintain accurate contact records, and help address inquiries. The position also supports presentations, proposals, referrals, account opening, transactions, and Investment Policy implementation.
Key Responsibilities:
- Support Investment Counselor portfolio management and productivity
- Prepare and distribute client documentation, proposals, and marketing materials
- Resolve client issues and inquiries with exceptional service
- Maintain updated client databases and files
- Process asset investments, transfers, deposits, and account transactions
Requirements:
- Degree in business or a related field
- General knowledge of the financial industry
- Knowledge of daily market activities
- Critical thinking and attention to detail
- Completion of CSC is an asset
Bring client service, portfolio administration, and analytical thinking to CIBC's Investment Associate team in Calgary.
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