Client Service Associate

7 days ago


Winnipeg, Manitoba, Canada Value Partners Investments Full time
Company Description

Value Partners Investments manages approximately $4 Billion of assets for clients across Canada.

The Executive Assistant plays a critical role in ensuring the appropriate flow of work and communications between the President of the company, the Executive team, Board of Directors, and our clients.


Job Description:


Reporting to the Manager of Client and Advisor Service, the Client Service Associate provides high-level service and support to VPIC clients and advisors.

The incumbent is a critical member of the team and ultimately owns the new client onboarding process.

The Client Service Associate liaises with internal Portfolio Managers and external Advisors to ensure a seamless, high quality 'White Glove' client experience by attending new client meetings, preparing documentation, and executing on the VPIC Client Service Delivery model in a timely and detailed manner.


The Client Service Associate also supports the Manager, Client & Advisor Service with the development and maintenance of process and procedural documentation and provides recommendations for, and updates regarding, continuous improvement of the client service function to VPIC leaders.


Responsibilities
-
New Client Onboarding (50%)

  • Collaborate with Custodian as may be required to facilitate the process
  • Liaise with internal PMs, external advisors and custodian to negotiate, troubleshoot, and provide ongoing updates on onboarding and client related matters
  • Responsible for the endtoend ownership of the client onboarding process ensuring accuracy and efficiency while offering a seamless, high quality 'White Glove' client experience
  • Prepare and organize paperwork for onboarding, account opening, and client change processes
  • Become a Mako Power User, with the ability to provide demos to internal and external stakeholders as may be required
  • Attend client onboarding meetings with Portfolio Managers (PMs) and Relationship Managers to ensure a smooth onboarding experience, and to establish the role and value the Client Service Team provides to clients on an ongoing basis
  • Work collaboratively with PMs and Investment Associate to execute on meeting followup items pertaining to supporting information for onboarding
  • Prepare Custodial and VPIC documents: Investment Policy Statements (IPS), Client biographical information forms, Portfolio Management Agreements ensuring accuracy for completion by Client/Advisor/Referring agents
  • Prepare Transfer documents/forms to ensure timely transfer of investment assets to VPIC
  • Analyze relinquishing statements to determine if all assets can transfer in kind
  • Prepare transfer forms and notes for Portfolio Managers as to any transfer exceptions (i.e. proprietary holdings, GICs, wet sigs, partial transfers, DRS, etc.)
  • Follow up with Custodian (Credential) regarding transfers ensuring timeliness of completion, track receipt of assets, follow up and troubleshoot as necessary
  • Process deposits / EFTs upon account opening
  • Upload and input IPS, PMA, KYC information into PM software, CRM, and Client Portal
  • Compile and ensure the distribution of Welcome Packages for all new clients, unless PM requests otherwise
    Client and Advisor Service (40%)
  • Triage service requests and account inquires arriving to Client Service Inbox and Service Request Queue ensuring they are distributed to appropriate individual
  • Ensure daytoday requests such as client inflows/outflows, deposits/withdrawals, client changes (name, address, status, etc.), and standard client reporting are handled on a priority basis in a professional and detailed manner
  • Inform Portfolio Management Team of client changes upon updating
  • Account inquires regarding investment management and performance should be forwarded to the Investment Associate and/or PM for handling
  • Estate Settlements and service escalations should be forward to the Manager, Client & Advisor Service
  • Guide clients and advisors through the online setup process and how to utilize information contained in the Client Portal
  • Act as a resource to Advisors for proper completion of documents, and manage inquiries regarding account activity such as transactions, payments, and transfers
  • Run reports as requested by advisors and external agents
  • Resolve issues / challenges related to client accounts (i.e. transfers, payments, account openings and closings) liaising with clients, custodians, internal and external stakeholders
  • Communicate with internal and external stakeholders in a sensitive and caring manner
  • Develop and maintain relationships, attend industry and external events including but not limited to VPI Annual General Meeting and Speaker Series events
    Business Process Management and Continuous Improvement (5%)
  • Support the Manager, Client & Advisor Service with the development and maintenance of process and procedural documentation
  • Provide recommendations for, and updates regarding, continuous improvement of the c


  • Winnipeg, Manitoba, Canada Value Partners Investments Full time

    Reporting to the Manager of Client and Advisor Service, the Client Service Associate provides high-level service and support to VPIC clients and advisors. The incumbent is a critical member of the team and ultimately owns the new client onboarding process. The Client Service Associate liaises with internal Portfolio Managers and external Advisors to ensure a...


  • Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full time

    Client Service AssociateLocation: This position will be based in our Winnipeg office.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset...


  • Winnipeg, Manitoba, Canada Scotiabank Full time

    Requisition ID: 178005Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.In this role you will contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives while...


  • Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Client Associate

    1 week ago


    Winnipeg, Manitoba, Canada Canadian Imperial Bank of Commerce Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...


  • Winnipeg, Manitoba, Canada Western Financial Group Full time

    Truthfulness | Fairness | Value | LoyaltyAs one of Canada's largest insurance brokerages, Western has more than 220 locations across the country. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. By delivering the right insurance solution at every opportunity, our team of experts...


  • Winnipeg, Manitoba, Canada Canada Life Assurance Company Full time

    Job Description:As a Service Support Associate, you will provide in-house service and administrative support to our client service team. With a focus on customer service, well-developed communication skills and excellent Microsoft Office knowledge, you will also communicate verbally and in writing with plan administrators as well as advisors in the...


  • Winnipeg, Manitoba, Canada Gallagher Full time

    Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper.We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them...


  • Winnipeg, Manitoba, Canada Paladin Security Full time

    Client Service ManagerGENERAL DUTIES & RESPONSIBILITIES: Assist in the development of short and long range goals and objectives Develops, implements and maintains the security program for Paladin's contracts. Takes ownership of staff and client issues and supports the timely reponse for both groups. Performs interviews and meets all new staff being...


  • Winnipeg, Manitoba, Canada S.i. Systems Full time

    Project Manager to help the client reach Wealth strategic goals by collaborating with stakeholders and leading an RFP process for a desired solution. Work on the Project team to ultimately select a comprehensive tech solution to enable the client to build a solid foundation with scalable technology. This will include supporting the client through the RFP...


  • Winnipeg, Manitoba, Canada Xerox Full time

    City:WinnipegState/Province:ManitobaCountry:CanadaDepartment:Service DeliveryDate:Tuesday, January 3, 2023Working time:Full-timeRef#:Job Level:ManagerJob Type:ExperiencedJob Field:Service DeliverySeniority Level:AssociateDescription & Requirements:About Xerox Holdings Corporation- Responsible for the management of client relationship and contract delivery of...


  • Winnipeg, Manitoba, Canada Reh-Fit Centre Full time

    The Reh-Fit Centre currently has an opening for a part time Building Services Associate. We are looking for an individual who exhibits the core values behind our mission (integrity, professional, evidence, caring, and innovation), who represents the vision of the Centre by demonstrating a strong customer service philosophy, a professional image, and a...


  • Winnipeg, Manitoba, Canada People Corporation Full time

    We are seeking a Client Accounting Administrator (15 Month Term) to join our Coughlin team in Winnipeg, MB.The Client Accounting Administrator provides accounting administrative services to Single and Multiple Employer Plans. The Client Accounting Administrator is also responsible for producing financial reports and for maintaining high-quality client...


  • Winnipeg, Manitoba, Canada People Corporation Full time

    Job Description We are seeking a Client Accounting Administrator (15 Month Term) to join our Coughlin team in Winnipeg, MB. The Client Accounting Administrator provides accounting administrative services to Single and Multiple Employer Plans. The Client Accounting Administrator is also responsible for producing financial reports and for maintaining...


  • Winnipeg, Manitoba, Canada West End Radiators Full time

    Are you looking for a great place to work? Join the team at West End Radiators, where we value integrity, quality, fun, continuous improvement, and teamwork. We are currently seeking a motivated and experienced Sales & Service Associate to contribute to our growing team of quality professionals. As a Sales & Service Associate, you will play a vital role in...


  • Winnipeg, Manitoba, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...


  • Winnipeg, Manitoba, Canada Value Village Full time

    Job Title: Customer Service AssociateWho we are:As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used, one-of-a-kind items...


  • Winnipeg, Manitoba, Canada Value Village Full time

    Job Title: Customer Service AssociateWho we are:As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used, one-of-a-kind items...


  • Winnipeg, Manitoba, Canada KPMG-Canada Full time

    OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Changing community demographics, increased business activity and governance demands, complex financial systems and a lack of investment capital and training are key...


  • Winnipeg, Manitoba, Canada West End Radiators Full time

    At West End Radiators, we pride ourselves on delivering exceptional service and building lasting relationships with our clients. As a Sales & Service Associate, you'll be an integral part of our team, responsible for attracting new clients and providing outstanding customer support to existing ones. Join us in our mission to demonstrate our values of...