Kinsted Wealth
Data Administrator for Client Services
Job Description
Enhance client satisfaction as a Client Service Data Administrator at Kinsted Wealth in Calgary. This role focuses on data integrity and operational support for a seamless client experience.
As part of the Client Service team, you will ensure data accuracy across CRM systems and internal databases. The Client Service Data Administrator will also provide vital administrative support to Wealth Counsellors, handling onboarding documentation and maintaining client records. Your attention to detail will be essential for ensuring high-quality service delivery.
Key Responsibilities:
• Own and maintain internal databases and CRM systems
• Ensure data accuracy and integrity across platforms
• Assist Wealth Counsellors with onboarding and documentation
• Build reports and dashboards for internal decision-making
• Contribute to continuous improvement in client experience processes
Requirements:
• 1–2 years' experience in data administration or client service
• Post-s...
As part of the Client Service team, you will ensure data accuracy across CRM systems and internal databases. The Client Service Data Administrator will also provide vital administrative support to Wealth Counsellors, handling onboarding documentation and maintaining client records. Your attention to detail will be essential for ensuring high-quality service delivery.
Key Responsibilities:
• Own and maintain internal databases and CRM systems
• Ensure data accuracy and integrity across platforms
• Assist Wealth Counsellors with onboarding and documentation
• Build reports and dashboards for internal decision-making
• Contribute to continuous improvement in client experience processes
Requirements:
• 1–2 years' experience in data administration or client service
• Post-s...