Wealth Experience Associate

About the role

As ATB Wealth’s next Wealth Experience Associate, you are passionate about assisting Financial Advisors in managing and administrating an assigned portfolio of ATB Wealth clients. Under the direction of the Manager, you are client‑obsessed and will be responsible for ensuring ongoing delivery of friendly, efficient and professional post‑sale service and support to a portfolio of ATB Wealth clients. You also seek out new information, share your ideas with the internal administrative support to your team, and bring your best self to work every day. Your other responsibilities include delivery of client investment needs, preparation and scheduling of annual and prospective client meetings, and building strong internal relationships to maintain high levels of service.

Accountabilities

• Acts as the first point of contact for clients and strives to execute client requests with minimal to no Financial Advisor involvement, as appropriate. Deter...