Job Description
Join Kinsted Wealth in Calgary as a Client Service Data Coordinator, where you will blend data management with client services to elevate our operational efficiency. This role ensures data integrity and supports our Wealth Counsellors.
In this critical role, you'll oversee various data processes, from maintaining accurate CRM systems to facilitating client onboarding activities. As the Client Service Data Coordinator, your contributions will directly impact our clients' experiences by ensuring documentation completeness and data quality. Your passion for detail and service excellence will shine in this position.
Key Responsibilities:
• Maintain CRM databases and reporting tools
• Monitor and improve data input quality
• Provide administrative support for client onboarding
• Prepare client materials and assist in follow-ups
• Ensure compliance with internal documentation processes
Requirements:
• 1–2 years’ experience in financial services or data administrati...
In this critical role, you'll oversee various data processes, from maintaining accurate CRM systems to facilitating client onboarding activities. As the Client Service Data Coordinator, your contributions will directly impact our clients' experiences by ensuring documentation completeness and data quality. Your passion for detail and service excellence will shine in this position.
Key Responsibilities:
• Maintain CRM databases and reporting tools
• Monitor and improve data input quality
• Provide administrative support for client onboarding
• Prepare client materials and assist in follow-ups
• Ensure compliance with internal documentation processes
Requirements:
• 1–2 years’ experience in financial services or data administrati...