Client Services Associate

David Aplin Job Details

Client Services Associate

Edmonton, AB


Posted Date: 22/04/2022

Job ID: AB855586422

Office Professionals

David Aplin Group, one of Canada's Best Managed Companies, has partnered with our Edmonton investment management client to recruit a Client Services Associate. If you are dependable and committed, able to work on your own initiative as well as being an integral part of a leading business, we would love to hear from you!

  • Build and galvanize relationships through professional communication with clients
  • Work with internal operational teams to resolve issues that may arise and respond to client inquiries
  • Understand the platform of investment products and services, enabling you to service clients
  • Customize presentation materials for new and existing clients
  • Lead the onboarding process and establish a foundation for a positive client experience
  • Execute all transactional requests and coordinate cash settlement as needed
  • Participate in ad hoc projects and special assignments as needed
  • Excellent communication skills
  • Must have 4+ years of client-facing experience in the Banking or Financial industry
  • Bilingual French is an asset
  • Strong attention to detail
  • Good judgment coupled with the ability to set clear expectations and make sound decisions
  • Education or experience in a related career field
  • Advanced knowledge in Excel, PowerPoint, Word, and Adobe Acrobat
 Job ID: AB855586422
If you are interested in this position and meet the qualifications, apply today! We thank all applicants; however, only those who are authorized to work in Canada or are selected for an interview will be contacted.
David Aplin Group, one of Canada’s Best Managed Companies, is an employment agency specializing in finding top talent for exceptional organizations across North America. There are no fees to apply to our jobs or engage with our recruiters to find a new career. Companies hire us to help them grow their teams. Visit our website to learn more: 

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