Portfolio Associate, ATB Wealth
ATB Financial, Canada
Job Description
Listening to Albertans. Going deeper to understand who they are and where they’re going. Translating the complex world of banking and investing into brilliantly simple solutions. Through all this, we believe we can create happiness. This is the ATB way.
Job Number: REQ1828
Location: Edmonton/Red Deer/Calgary - Remote work available
Apply by: May 14, 2021
Paygrade: H-OTH
# Positions available: 1
Leader Name: Katherine Anderson
ATB Wealth is looking for the next Portfolio Associate! ATB Wealth, the wealth management division of ATB Financial, is looking for a Portfolio Associate to be a part of the ATB Investment Management Inc.’s (ATBIM) portfolio management team. With a team of over 100 experienced, world-class investment specialists, ATB Wealth’s priority is to understand our clients’ goals, provide expert advice, and guide them to solutions that will help them achieve those goals. We know that reaching our goal depends directly on the quality of our people, and that is why we strive to attract, retain, and develop the very best talent.
Do you have a passion for listening in order to provide exceptional client experience and support? Do you have an impeccable attention to detail, and are known for your organizational skills? Do you love to challenge yourself to be constantly learning (unlearning) and growing?
As the Portfolio Associate you will often be the first point of contact with clients. This gives you a great opportunity to work with your investment counsellors to deliver a professional and exceptional client experience. We hope that you will add your own creative touch when building relationships through actively listening to the client. Your day will also include preparing documentation, regular client and internal correspondence, investigating queries, proactive troubleshooting and creating customized portfolio reports. If this sounds like you, ATB Wealth, is THE place to work.
Requirements
Portfolio Associate Accountabilities:
- Provides timely support to the Investment Counselor(s), including the preparation of account documentation, routine correspondence, customized portfolio reports,, as required.
- Maintain expert knowledge on custodial and investment systems (i.e. Dataphile, PureFACTS, iBalance) along with associated policies and procedures; ensuring efficient, accurate setup and maintenance of all relevant client information.
- Devise and execute a follow-up program with IC for all existing High Net Worth clients within an assigned portfolio, fostering a positive client experience.
- Respond and resolve administrative inquiries, maintaining a high level of quality service by ensuring the efficient fulfillment of all client requests and providing follow-up service in a timely manner.
- Create and maintain organized client files following standards set out by Compliance, acting as quality control to ensure all appropriate documents are in order.
- Resolve any customer concerns for a triple win outcome for the client, the employee, and ATB.
- Establish strong working relationships with Investment Counselor(s) and other ATB partners to ensure the client relationship is managed at the appropriate level.
- Ensure compliance with all regulatory requirements and firm policies.
As the ideal candidate you possess:
- Exceptional experience connecting with clients
- Curious, driven, and a growth mindset
- An understanding of the investment world, and how investments work
- Excellent knowledge and understanding of policies pertaining to investment operations and financial/ sales compliance
- Creative ways to listen, to go above and beyond for our clients
- Accuracy and accountability
- University/college degree or equivalent work experience in working in the investment industry
- Minimum 3 years related industry experience
- Readily adapts to changes in the organizational environment
- Leads by example with a positive attitude and friendly personality
- Proficient in Google Suite, although Excel wouldn’t hurt either
- Excellent problem solving skills
- Excellent oral and written communication skills
- Completion of the Canadian Securities Course
At ATB, we know that highly talented people can readily transfer their skills. If you believe your skills and experience are transferable, please consider putting your name in the running.
Online applications are preferred.
Benefits
Purpose. Growth. Advancement. Fun. Rewards learn about our perks and benefits.
A little about ATB:
We are Alberta’s largest, home grown financial institution and for the last 80+ years, we’ve transformed people’s understanding of what banking canand shouldmake possible. Today, 5,500+ ATB team members embrace a growth m