Closed listing
Client Associate
- Calgary, AB, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
Job Description
- The McLeod Financial Group is seeking a motivated and adaptable individual to join our team in a newly created Client Associate role. The ideal candidate is a collaborative team player, an effective time manager, and a self-motivated professional who is eager to build a career in portfolio management industry.
Responsibilities to include:
- Full range of administrative responsibilities:
- Account opening
- Transfer processing
- Cash and contribution transfers
- Management of account updates
- Investment research and analysis
- Upon licensing completion, regular trading of discretionary portfolios and ad-hoc consulted portfolios
- Management of client contact & reporting
- Management of regulatory and compliance reporting
- Regular client service discussions
- Event planning
More about this job
Responsibilities
The role involves managing a full range of administrative tasks including account openings, transfers, and regulatory reporting. Additionally, the associate will perform investment research and handle trading for discretionary portfolios upon completing licensing.
Requirements
The ideal candidate is a motivated, adaptable professional with strong time management and collaborative skills. They should be eager to build a career within the portfolio management industry.
Skills
- Account Opening
- Transfer Processing
- Investment Research
- Portfolio Management
- Client Service
- Regulatory Reporting
- Compliance Reporting
- Event Planning
- Time Management
- Administrative Support
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Administrative
- Sales
- Customer Service & Support
Keywords
- Portfolio Management
- Financial Services
- Investment Analysis
- Discretionary Portfolios
- Compliance
- Client Reporting
- Account Management
- Finance
- Sales
- Trading