Client Service Associate
4 weeks ago
Stacey Danley at Aplin has partnered with our client, a leader in the investment industry, to recruit an experienced Client Service Associate. This is an excellent opportunity for a detail-oriented administrative professional who is passionate about the financial industry and thrives in a collaborative client services team. Please note this is a full-time permanent location based in Winnipeg. Benefits and Perks:Competitive Salary – Based on experienceComprehensive Employer-Paid BenefitsPension Plan & Profit-SharingWellness Account & Gym MembershipEducational Support & Professional DevelopmentFree ParkingHybrid Work Option – 20% work-from-homeResponsibilities:Prepare and follow up on new client account documentationCorrespond with clients regarding their accounts and inquiriesProcess deposits, withdrawals, and asset transfersReconcile accounts and troubleshoot discrepanciesMaintain client databases and spreadsheetsAssist with additional administrative tasks as requiredQualifications:Education – Related post-secondary educationExperience – Administrative or client service experience supporting an advisor team or portfolio manager is required.Technical Skills – Proficiency with Microsoft Excel and other relevant technologyCommunication – Strong verbal and written communication skillsProblem-Solving – Ability to analyze, investigate, and resolve issues efficientlyAttention to Detail – Ability to meet deadlines without compromising accuracyAsset – Previous investment administration experience is an advantageIf you are a proactive and detail-oriented professional looking to grow in the financial sector, we’d love to hear from youAt Aplin — together with our brands CompuStaff and Impact Recruitment — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.
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Client Service Associate
2 weeks ago
Winnipeg, 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. Reporting to the Manager of Client...
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Client Service Associate
7 days ago
Winnipeg, Canada Value Partners Investments Full timeCompany 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...
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Client Service Associate
4 weeks ago
Winnipeg, Canada Aplin Full timeClient Service Associate Stacey Danley at Aplin has partnered with our client, a leader in the investment industry, to recruit an experienced Client Service Associate. This is an excellent opportunity for a detail-oriented administrative professional who is passionate about the financial industry and thrives in a collaborative client services team. Please...
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Client Service Associate
4 weeks ago
Winnipeg, Canada Aplin Full timeClient Service Associate Stacey Danley at Aplin has partnered with our client, a leader in the investment industry, to recruit an experienced Client Service Associate. This is an excellent opportunity for a detail-oriented administrative professional who is passionate about the financial industry and thrives in a collaborative client services team. Please...
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Client Service Associate
4 weeks ago
Winnipeg, Canada Aplin Full timeClient Service Associate Stacey Danley at Aplin has partnered with our client, a leader in the investment industry, to recruit an experienced Client Service Associate. This is an excellent opportunity for a detail-oriented administrative professional who is passionate about the financial industry and thrives in a collaborative client services team. Please...
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Client Services Associate
20 hours ago
Winnipeg, Canada StollerWealth Full time**About us** StollerWealth, is a Winnipeg based wealth management firm that is growing! At the heart of StollerWealth is the belief that our clients deserve the best and the same goes for our people. As a **Client Services Associate **you will help our clients realize their financial goals & aspirations and you will be a part of a growing team that...
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Client Services Associate
2 weeks ago
Winnipeg, Canada StollerWealth Full time**About us** StollerWealth, is a Winnipeg based wealth management firm that is growing! At the heart of StollerWealth is the belief that our clients deserve the best and the same goes for our people. As a **Client Services Associate **you will help our clients realize their financial goals & aspirations and you will be a part of a growing team that...
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Client Service Associate
23 hours ago
Winnipeg, Canada Northbridge Financial Corporation Full time**What it’s like to be a Federated Client Service Associate** Supporting one of our Commercial Insurance Specialist (CIS) we’re looking for an exceptional Client Service Associate to provide excellent customer service to our clients as well as support in the day to day running of our CIS book of business. The most important characteristics of our best...
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Client Services Associate
2 weeks ago
Winnipeg, Canada Harvest Manitoba Full time**About Harvest Manitoba** Harvest Manitoba (“Harvest”) is a charitable organization dedicated to nourishing our communities and our sense of community so that no Manitoban goes hungry. We collect and share 13 million pounds of food every year, which is sorted and packed and distributed to Manitobans through our Community Food Network of more than 380...
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IA Client Service Associate
4 weeks ago
Winnipeg, Canada TD Full timeApplication for the IA Client Service Associate role at TD. Description du Poste TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients. Lieu De Travail Winnipeg, Manitoba, Canada Horaire 37.5 hours per week Secteur...
