Support Specialist I - #439633

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID ).

About

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About The Role

As ATB’s next Support Specialist I, your role will be integral to the successful partnership with the Sales teams in order to provide the best- in-class service to our customers. As the Specialist Support I, you will not only be curious and hungry for knowledge, but demonstrate your ability to be a part of problem resolution both independently and within teams in order to build strong relationships with our partners. In this role you will be forward thinking, a master problem solver, agile, and adaptable to our customers’ changing needs.

Please Note: Please note this is a temporary 12 month opportunity.

Accountabilities

• Connect and cultivate productive working relationships with Financial Advisor Associates, Portfolio Associates, Financial Advisors, Senior Financial Advisors, and Investment Counselors in addition to internal ATB partners
• Successfully provide clear communication and solutions to customer inquiries while demonstrating effective management of risk with guidance or direction
• Demonstrate and maintain a working knowledge in at least one core area of operations including, but not limited to, Transfers, Plan Administration, Corporate Actions, Trading, and Tax with a high degree of focus on the client experience
• Look at problems through several lenses, help identify gaps and themes in the support and learning models, and be involved in the solution by creating supporting documentation including job aids for various audiences. Ability to lead or assist in training sessions is an asset
• Have a critical thinking mindset when collaborating with internal and external teams to come up with support solutions for customers
• Effectively communicate by taking calls, answering emails and hang out chats from the sales team
• Maintain a working knowledge of Dataphile and Salesforce
  
  

Skills, Experience & Requirements

• Strong understanding of the investment industry including operational processes with some understanding of compliance and risk management
• Ability to work under high pressure situations and meet/exceed product/service standards and quality standards
• A customer obsessed mindset
• Canadian Securities Course
• Post secondary education in business or equivalent experience in a related field
• 3-5 years experience in the securities industry
  
  

Don’t meet all the requirements on the list?

A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?

If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [email protected]

Stay in touch

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn , Facebook and Instagram to learn more about what our team is up to.