Job Description

Our bottom line is different. There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and our unrelenting thirst for making it possible for fellow Albertans—even the ones who aren’t our clients.

Whatever it is, you won’t find a more genuine, driven and knowledgeable group of humans anywhere. We foster a culture of purpose, performance and possibilities. We engage with intense curiosity, and bring our whole selves to work, every day. We know it starts with people like you, so take a chance and start with us. Department: PIC Portfolio Associates Job Number: REQ4622 Location: Remote within Alberta Apply by: September 5, 2022 Paygrade: I-OTH # Positions available: 2 Leader Name: Manager, Portfolio Associates As ATB’s next Portfolio Associate II, you will often be the first point of contact with clients. This gives you a great opportunity to work with your investment counselor(s) 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 include preparing meeting support, account documentation, correspondence, investigating queries and creating customized reporting. You will provide valuable assistance to the Investment Counselor(s) in executing high net worth client service programs and routines to the highest standard of client service excellence.
If this sounds like you, ATB Wealth, is THE place to work. Requirements Key Accountabilities:

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• Collaborate with the Investment Counselor(s) to provide excellent administrative support, including the preparation of sales and service meeting materials, account documentation, client correspondence, customized reporting, and trade requests ranging from basic to increasingly complex.
• Devise and execute a client service program with the investment counselor(s) for new and existing private investment counsel clients within an assigned portfolio, fostering a positive client experience and high standard of excellence.
• Respond to and resolve increasingly complex administrative inquiries and requests across a broad range of account and transaction types.
• Execute on client service requests with minimal guidance exercising judgement when escalating sensitive or complex requests and transactions for guidance or support
  
• Delegate and monitor more routine documentation or transactional requests, when needed.
  
• Executes trades in IBalance as directed by the Investment Counselor. Complex trades are handled effectively and with little assistance.
• Create and maintain organized client files following standards set out by Compliance, ensuring all appropriate documents are available and in good order.
• Participate in the development and execution of business initiatives supporting an elevated client service experience.
• Resolve any customer concerns for a triple win outcome for the client, the employee, and ATB.
• Provide vacation and adhoc coverage for peers, efficiently performing a broad range of inquiries and transactions with minimal guidance.
  
• Maintain expert knowledge on custodial and investment systems (i.e. Salesforce, Dataphile, PureFACTS, iBalance) along with associated policies and procedures; ensuring efficient, accurate setup and maintenance of all relevant client information.
• Take initiative to utilize knowledge of fellow team members and partners to gain knowledge, understanding and increase proficiency in the role.
• Trains new Portfolio Associates on day to day duties and responsibilities both for ATBSI Custodial and ATBIM Discretionary. This includes the onboarding of new households, maintenance requests from existing and ongoing client support as required.
• Establish strong working relationships with Investment Counselor(s), portfolio associate support team members and other ATB partners to ensure the client relationship is managed at the appropriate level.
• Maintain a strong understanding of the functions and regulatory requirements for providers of discretionary investment management services including disclosure requirements, sales and service processes, separate custodial and general compliance and oversight requirements.

As the ideal candidate you possess:

• Minimum 5 years related industry experience, ideally in the discretionary investment management segment serving high net worth or institutional clients
• University/college degree or equivalent work experience in working in the investment industry
• Completion of the Canadian Securities Course
• Drive to support a high standard of client service excellence
• Experienced and skilled in connecting with clients
• Curious, driven, and a growth mindset
• Creative ways to listen, to go above and beyond for our clients
• Accuracy and accountability, at all times under pressure
• Readily adapts to changes in the organizational environment
• Leads by example with a positive attitude and friendly personality
• Experienced in Google Suite, although Excel wouldn’t hurt either
• Strong problem solving skills
• Strong oral and written communication skills
• A solid understanding of the investment industry and security types
• Solid knowledge and understanding of industry and firm policies pertaining to investment operations and sales compliance

At ATB, we know that as you develop in your career, you gain many transferable skills. If you believe your experience and qualities are what we are looking for, please consider applying! Interested? If you know one of our team members, BEFORE applying, reach out to them and ask them for a referral link to help your application stand out.
Benefits Be great. Be you. Believe. We are dedicated to building a workforce reflective of the diversity within our communities and creating an environment where every team member has what they need to reach their potential. We encourage candidates from all equity-seeking groups to apply. What happens next? Thank you for applying online. If you are shortlisted for this opportunity, you will hear from us after the posting close date regarding next steps. We might ask you to participate in a digital interview or phone interview. If you require any accommodations, please let us know. ATB Financial team members are required to disclose their COVID vaccination status and provide proof of vaccination or complete COVID rapid testing as a condition of employment to help support client and team member safety. We thank all candidates in advance for their understanding. Stay in touch! ATB is excited to know you’re interested in a career with us! Follow us on LinkedIn, Facebook and Instagram to get the inside scoop on what our team is up to.
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