Current jobs related to Client Service Associate - Winnipeg - Value Partners Investments Inc.

  • Client Service Associate

    3 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...

  • Client Service Associate

    3 months 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. **Job Description**: Reporting to the...

  • Client Service Associate

    6 days ago

    Winnipeg, Manitoba, Canada Value Partners Investment Counsel Inc. Full time

    {"Job Title": "Client Service Associate", "Job Description": "Job SummaryValue Partners Investment Counsel Inc. is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a critical member of our Client Service team, you will be responsible for ensuring a seamless and exceptional client experience through the end-to-end...

  • Client Service Associate

    7 days ago

    Winnipeg, Manitoba, Canada Value Partners Investment Counsel Inc. Full time

    {"Job Title": "Client Service Associate", "Job Description": "Job SummaryValue Partners Investment Counsel Inc. is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a critical member of our Client Service team, you will be responsible for ensuring a seamless and exceptional client experience through the end-to-end...

  • Client Service Associate

    3 weeks ago

    Winnipeg, Canada Value Partners Investments Full time

    Job DescriptionReporting 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...

  • Client Service Associate

    6 days ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    {"Job Title": "Client Service Associate", "Job Summary": "We are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Value Partners Investments. As a key member of our client service team, you will be responsible for providing exceptional support to our investment counsellors, relationship managers, and external...

  • Client Service Associate

    6 days ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    {"Job Title": "Client Service Associate", "Job Summary": "We are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Value Partners Investments. As a key member of our client service team, you will be responsible for providing exceptional support to our investment counsellors, relationship managers, and external...

  • Client Service Associate

    19 hours ago

    Winnipeg, Manitoba, Canada TD Bank Full time

    Job SummaryWe are seeking a highly skilled and motivated Client Service Associate to join our team at TD Bank. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our investment advisors and clients.Key ResponsibilitiesPrepare documentation and provide updates to investment advisors in preparation...

  • Client Service Associate

    22 hours ago

    Winnipeg, Manitoba, Canada TD Bank Full time

    Job SummaryWe are seeking a highly skilled and motivated Client Service Associate to join our team at TD Bank. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our investment advisors and clients.Key ResponsibilitiesPrepare documentation and provide updates to investment advisors in preparation...

  • Client Service Associate

    1 day ago

    Winnipeg, Manitoba, Canada TD Bank Full time

    Job SummaryWe are seeking a highly skilled and motivated Client Service Associate to join our team at TD Bank. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our investment advisors and clients.Key ResponsibilitiesPrepare documentation and provide updates to investment advisors in preparation...

  • Client Service Associate

    4 months ago

    Winnipeg, Canada Value Partners Investments Full time

    Job DescriptionVPIC is looking to hire a driven, hands-on contributor for the role of Client Service Associate (CSA). Our ideal candidate is someone with a “can-do” attitude who thrives in a fast-paced, entrepreneurial environment, enjoys interacting with clients and advisors, and is looking to grow their career in financial services. The role reports...

  • Client Services Associate

    1 month ago

    Winnipeg, Manitoba, Canada People Corporation Full time

    Life Benefits Solutions, a Division of People Corporation, is in search of a Client Services Associate to enhance their team. This position entails overseeing a portfolio of Group Insurance & Retirement clients, facilitating employee engagement sessions, and ensuring outstanding client satisfaction. The ideal candidate will possess: Experience in Group...

  • Client Service Associate

    2 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    Job DescriptionCompany OverviewValue Partners Investments is a leading investment management firm that manages approximately $4 billion of assets for clients across Canada. As a key member of our team, you will play a critical role in ensuring the seamless flow of work and communications between our President, Executive team, Board of Directors, and...

  • Client Service Associate

    2 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    Job DescriptionCompany OverviewValue Partners Investments is a leading investment management firm that manages approximately $4 billion of assets for clients across Canada. As a key member of our team, you will play a critical role in ensuring the seamless flow of work and communications between our President, Executive team, Board of Directors, and...

  • Client Service Associate

    1 month ago

    Winnipeg, Manitoba, Canada Access Credit Union Full time

    Our Commitment: enhancing the lives of our clients and contributing positively to our communities supporting our workforce, providing them with avenues for growth, development, and success in a collaborative atmosphere fostering a culture of creativity to explore and implement innovative solutions that challenge conventional practices Ideal...

  • Client Services Associate

    1 month ago

    Winnipeg, Manitoba, Canada Access Credit Union Full time

    Our Core Values: Making a positive impact in the lives of our clients and within our communities. Empowering our team members with opportunities for growth, learning, and success in a collaborative environment. Fostering a culture of innovation to explore and implement new ideas that challenge conventional practices. Ideal Candidate: A Client...

  • Client Services Associate

    1 month ago

    Winnipeg, Manitoba, Canada Access Credit Union Full time

    Our Core Values: positively impacting the lives of our clients and the communities we serve fostering a workplace where employees are encouraged to grow, learn, and thrive in a collaborative setting embracing a culture of creativity that encourages the exploration and application of innovative ideas Ideal Candidate: a Client Services Associate...

  • Client Service Associate

    2 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    Job DescriptionRole SummaryThe Client Service Associate is a critical member of the Value Partners Investments team, responsible for delivering exceptional client experiences and ensuring seamless onboarding processes. This role requires a driven, hands-on individual with a strong client service orientation and ability to build collaborative working...

  • Client Service Associate

    2 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    Job DescriptionRole SummaryThe Client Service Associate is a critical member of the Value Partners Investments team, responsible for delivering exceptional client experiences and ensuring seamless onboarding processes. This role requires a driven, hands-on individual with a strong client service orientation and ability to build collaborative working...

  • Client Service Associate

    2 months ago

    Winnipeg, Canada Scotiabank Full time

    Requisition ID: 178005 Join 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...

Client Service Associate

4 months ago

Winnipeg, Canada Value Partners Investments Inc. Full time

Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada.

Our mission is to build client wealth by investing wisely and communicating clearly. Over the past 18 years we have fulfilled that mission by creating over $1.8 Billion in investment gains for clients. This track record of success has enabled us to become one of Canada’s fastest growing companies as ranked by Profit Magazine and one of Canada’s fastest growing Private Investment Counsels by Investor Economics.

Job Description

VPIC is looking to hire a driven, hands-on contributor for the role of Client Service Associate (CSA). Our ideal candidate is someone with a “can-do” attitude who thrives in a fast-paced, entrepreneurial environment, enjoys interacting with clients and advisors, and is looking to grow their career in financial services. The role reports directly to and will be mentored by the Manager of Client Service and is located in our Winnipeg office.

The Client Service Associate is a critical member of the VPIC team and ultimately owns the new client onboarding process, which includes document preparation and executing on the VPIC Client Service Delivery model in a timely and detailed manner. The CSA ensures a high level of support for Investment Counsellors, Relationship Managers, and external referral partners by enabling a seamless, high quality ‘White Glove’ experience for the advisors, clients, and families VPIC serves. The Client Service Associate also assists with the development and maintenance of process and procedural documentation and provides recommendations to support continuous improvement of the client service function to VPIC leaders.

Responsibilities

·Client and Account Onboarding

  • Responsible for the end-to-end ownership of the client onboarding process ensuring a high degree of accuracy and efficiency while offering a seamless and exceptional client experience
    • Prepare and organize onboarding and account opening documentation and client change processes ensuring requirements are gathered efficiently
    • Liaise with Investment Counsellors, external advisors, and custodian to triage, troubleshoot, and provide ongoing updates on onboarding and client related matters
  • Process deposits / EFTs upon account opening
  • Upload and input IPS, PMA, Know-Your-Client (KYC) information into PM, CRM, and portal systems
  • Ensure ongoing client and advisor communication including, but not limited to, welcome packages, follow up emails, status updates on account opening, etc.

Client and Advisor Service

  • Triage client service requests and account inquires ensuring distribution to the appropriate recipients
    • Ensure day-to-day 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
  • Act as a resource to support Investment Counsellors and referring advisors by assisting with the completion of documents and managing account inquiries regarding transactions, payments, transfers, etc.
    • Provide portal support and create client reporting as requested
  • 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.

Business Process Management & Continuous Improvement

  • Assist with the development and maintenance of process and procedural documentation
  • Provide recommendations for, and updates regarding, continuous improvement of the client service delivery model to the Manager of Client Service and other VPIC leaders as required
  • Other duties as assigned
Qualifications

Qualifications

Education & Experience

  • Undergraduate degree in Commerce, Business Administration, Economics, or related discipline
  • Willingness to expand on professional qualifications by completing the CSC or similar program
  • Two years of related experience in an investment or financial services environment, knowledge of the Canadian Securities industry is required
  • A combination of education and experience will be considered

Technical Knowledge

  • Knowledge of investment management principles, best practices, and emerging trends
  • Technical fluency with the ability to learn and adapt to new technology effectively
  • Working knowledge of Salesforce, PM software, and advisor operating systems is an asset
  • Advanced proficiency in Microsoft Office: Outlook, Excel, PowerPoint, Word, Teams

Skills & Abilities

  • Strong client service orientation with the ability to build collaborative working relationships based on mutual trust to meet goals
  • Ability to communicate clearly and concisely, verbally and in writing, to ensure effective interaction with key stakeholders (internal and external) to manage, inform and influence successful outcomes
  • Advanced organizational skills, adept at managing multiple tasks with competing deadlines
  • Proven analytical, problem solving and decision-making skills
  • Detail oriented with a general penchant for excellence
  • Ability to be flexible in one’s approach to established plans based on emerging needs
  • Entrepreneurial spirit with a creative outlook and resourceful nature
Additional Information #J-18808-Ljbffr