Kinsted Wealth is an independent Calgary-based discretionary portfolio management firm for high net worth private clients, institutions and foundations. We have developed a boutique client experience providing individual counsel utilizing our globally diversified investment platform. Our vision is to provide the highest standard of safeguarding our client’s best interests in the investment industry.   Due to the growth of our firm we are seeking a full-time Client Service Associate to join our 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 investment products would be beneficial. GENERAL RESPONSIBILITIES Work with our existing Client Service Associates in ensuring office operations, client administration and service responsibilities are being met in an efficient and professional manner.  Account Administration – produce and reconcile daily reports, make deposits/withdrawals for clients, maintain and update the client/contact CRM, liaise with the trading department and custodians, prepare new account applications, initiate and track transfers. Client Service – work with the Wealth Counsellors (“WCs”) within the Client Service Team to provide exceptional client service. Be able to respond directly to client inquiries and requests, prepare client meeting packages for WCs, coordinate and maintain multiple calendars, and be proactive with client communication and service. Office Management – participate in coverage for reception duties when necessary, courier, mail, filing, scanning, inventory and office supplies. Please email: Sarah Ince at careers@kinsted.com with your resume.  We thank all applicants for their interest and all submissions will be held in strictest confidence; only those selected for interviews will be contacted.