Location
wainwright, ab, Canada
Posted
July 13, 2026
Job Description
Elevate your career with ATB Wealth as a Wealth Experience Associate focused on client service and administrative support. Engage with Financial Advisors to deliver exceptional post-sale service and enhance client satisfaction.
As a Wealth Experience Associate, you will directly support Financial Advisors in managing a portfolio of clients. This role requires you to provide professional service, efficiently process client requests, and maintain strong relationships. You’ll proactively engage with clients to ensure their investment needs are met while aiding in achieving business growth targets.
Key Responsibilities:
• Execute client requests with minimal Financial Advisor involvement
• Address client inquiries about investment products and procedures
• Organize and attend client hosting events for relationship building
• Schedule client meetings, prepare materials, and follow up timely
• Maintain up-to-date client records in Salesforce
Requirements:
• Working...
As a Wealth Experience Associate, you will directly support Financial Advisors in managing a portfolio of clients. This role requires you to provide professional service, efficiently process client requests, and maintain strong relationships. You’ll proactively engage with clients to ensure their investment needs are met while aiding in achieving business growth targets.
Key Responsibilities:
• Execute client requests with minimal Financial Advisor involvement
• Address client inquiries about investment products and procedures
• Organize and attend client hosting events for relationship building
• Schedule client meetings, prepare materials, and follow up timely
• Maintain up-to-date client records in Salesforce
Requirements:
• Working...