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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.
