Growing more than wealth.

Kinsted Wealth is a mid-sized Calgary based discretionary portfolio management firm. The company was founded in 2003, with the vision of delivering wealth counselling better than has ever been done before. We strive to achieve this goal daily by offering clients access to a diverse set of investments that go beyond the conventional stock and bond portfolio. Our efforts include minimizing conflicts of interest, comprehending our clients' goals, and collaborating with their other advisors to recognize and address their evolving wealth needs.

Position Overview

In the role of a Client Service Associate, you hold a pivotal position within the Kinsted Client Service team. The ideal candidate will be well-rounded with strong interpersonal skills, excellent communication skills, high attention to detail, organized, ability to work well within a team, able to learn new computer programs quickly, have a solid understanding of the Microsoft Office products and be able to multi-task and thrive in a fast-paced and dynamic environment. Experience in the financial services industry and with investment products is preferred.

Key Activities

•         Produce and reconcile daily reports.

•         Make deposits and withdrawals for clients.

•         Maintain and update the client / contact CRM.

•         Liaise with the trading department and custodian (Aviso).

•         Prepare new account applications and initiate and track transfers.

•         Respond promptly to client inquiries & requests.

•         Prepare client meeting packages for the Wealth Counsellors.

•         Coordinate and maintain multiple calendars for Wealth Counsellors.

•         Assist with various operations projects as required.

Behaviours, Skills, and Competencies

•         5+ years of client service experience in Investment Management or related field.

•         Strong working knowledge of Microsoft Office 365

•         Working knowledge of individual investment account types (RRSP, TFSA, Taxable, Corporate, etc.) is required.

•         Attention to detail with the ability to prioritize incoming tasks.

•         Strong teamwork-based approach and a passion for client service.

•         Proactive approach to client service and communication.

•         Bachelors degree related to investments, economics, finance, is preferred.

•         Canadian Securities Course (CSC), achieved or in progress, is considered an asset.

Applications: To learn more or apply for this role, please send a resumé by email to Sarah Ince at careers@kinsted.com. The posting will be open until a suitable candidate is found.  Only successful candidates will be contacted.