Client Service Associate

Client Service Associate

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Winnipeg, Manitoba

Office Professionals

Permanent

04/03/2024

211306

Stacey Danley at Aplin has partnered with our downtown financial client to recruit a Client Service Associate. As part of a growing wealth management department, this is an ideal opportunity for an individual to grow and develop with one of the best operations teams in the business.

Benefits and Perks:
  • Competitive starting salary with room to advance
  • Comprehensive benefits
  • Matching RRSP plan
  • Dynamic workplace culture
Responsibilities:
  • Preparation and follow up on new client account documentation
  • Corresponding with clients
  • Processing of deposits, withdrawals, and asset transfers
  • Fielding calls from advisors
  • Account reconciliations and troubleshooting
  • Maintenance of client databases and spreadsheets
  • Scheduling and confirming meetings, arranging travel, and assisting with events
Qualifications:
  • 2 years related work experience with an investment counsel firm/broker, portfolio manager, or other financial institution
  • Understanding of investment operations, account types, and transaction processing
  • Completion of the CSC or IFIC would be an asset
  • Proficiency with technology
  • Excellent verbal and written communication skills
  • Ability to analyze, investigate, and problem-solve as needed
  • Ability to meet deadlines without compromising accuracy and attention to detail
Our client is open to supporting recent university graduates looking to kickstart their career in finance. They are looking for an ambitious self-starter who is eager to grow their career in the industry.

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