Client Service Associate

2 weeks ago


Calgary, Canada Kinsted Wealth Full time

**CLIENT SERVICE ASSOCIATE**

**Kinsted Wealth is an independent Calgary-based discretionary portfolio management firm for high net worth private clients, institutions and foundations. We have developed a boutique client experience providing individual counsel utilizing our globally diversified investment platform. Our vision is to provide the highest standard of safeguarding our client's best interests in the investment industry.**

**GENERAL RESPONSIBILITIES**

Work with our existing Client Service Associates in ensuring office operations, client administration and service responsibilities are being met in an efficient and professional manner.

Client Service - work with the Wealth Counsellors (?WCs?) within the Client Service Team to provide exceptional client service. Be able to respond directly to client inquiries and requests, prepare client meeting packages for WCs, coordinate and maintain multiple calendars, and be proactive with client communication and service.

Office Management - participate in coverage for reception duties when necessary, courier, mail, filing, scanning, inventory and office supplies.

We thank all applicants for their interest and all submissions will be held in strictest confidence; only those selected for interviews will be contacted.


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