Operations & Client Relationship Associate - Calgary, AB TP Z
1 month ago
Job summary
About the role Cumberland Private Wealth Management Inc is seeking a detail-oriented proactive Operations & Client Relationship Associate to strengthen client onboarding daily operational controls and relationship support within our Calgary office
- Participate in Sales Team meetings and weekly Investment meetings.
- Oversee new client onboarding and assist with KYC updates.
- Track and follow up on documents and client requests.
Responsibilities
- Review daily transactions for accuracy.
Job description
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.
Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.
Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Access all high-level positions and get the job of your dreams.
Similar jobs
Associate Relationship Manager
3 days ago
We are looking for an Associate Relationship Manager (ARM) to join our team. · Provide day to day administrative support to the Relationship Managers (RM) · ...
Community Engagement Associate
1 week ago
At Inn from the Cold, we offer more than a job; we provide an opportunity to make a profound impact on the lives of families in need. · ...
Regulatory Compliance Advisor
1 week ago
Steel Reef is seeking a Regulatory Compliance Advisor to support the company's growth and expansion in the energy industry. · The ideal candidate will have experience with provincial and federal regulatory requirements for oil and gas infrastructure construction and operation. · ...
Senior Marketing Accountant
3 weeks ago
The Senior Marketing Accountant role is a full-time position and an exciting opportunity to join our high-performing Finance team. This role is critical in ensuring timely and accurate settlement for our NGL Marketing business. · Provide oversight and direct contributions to the ...
Scheduler
1 week ago
The Scheduler will have the opportunity to contribute immediately and learn marketing and logistics aspects of different commodities. This position is primarily responsible for managing and optimizing the movement of commodities via truck and pipeline, while also providing mid-of ...