Client Services Associate

2 weeks ago

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

**Client Service Associate**

**Location**: 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 Management Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $25 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
- _Investment Executive 2023 Brokerage Report Card._

**The opportunity**:
Reporting to the team, the Client Service Associate will participate in a broad range of administrative, operational, and marketing projects and tasks to support the efficient and successful operations of the team. If you possess a passion for wealth management, are excited by ongoing growth, and strive to go above and beyond - we want to hear from you.

**Key responsibilities include**:

- Independently and proactively completing administrative (ex. preparing letters, client communication pieces etc.) and account management tasks (ex. preparing DocuSign information converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers etc).
- Assisting in preparing Advisors for client meetings, including preparation of account opening documentation, product research, etc.
- Working towards gaining the ability to research, analyze, and execute trade orders across a portfolio of securities in an accurate and timely manner.
- Researching industry-related information from a variety of sources as requested by Advisors.
- Managing the Senior Wealth Advisor's calendar and booking meetings; scheduling client appointments; organizing client events.
- Participating in and helping to organize marketing initiatives, including online, virtual and in person
- Committing to a rigorous follow-up relating to all client transactions to ensure proper processing and minimization of errors.
- Proactively staying informed and up-to-date regarding Company and industry policies and procedures and compliance bulletins / updates.
- Performing other duties as assigned.
- A bachelor’s degree or diploma in business administration, accounting, finance, or similar field of study.
- A minimum of 1-2 years' of industry experience, preferably in an administrative or operational capacity.
- Completion of CSC and/or CPH are a strong asset.
- IR or RR licensed with IIROC is an asset.
- Knowledge and understanding of fundamental topics related to the financial and securities industry, including investment and insurance products and services.
- Strong organizational skills with the ability to proactively organize and manage a high volume of time-sensitive work.
- Excellent attention to detail to ensure financial and regulatory requirements are adhered to at all times.
- A client-focused attitude with a commitment to providing extraordinary service to high-net-worth clients.
- A high degree of proficiency with Microsoft Office tools; experience with financial tools is an asset.
- A demonstrated, reliable work ethic with the ability to manage multiple, competing priorities.
- An ability to adapt to quickly changing needs and work requirements.

**Conditions of employment**:

- Must be legally eligible to work in Canada.
- A background check, satisfactory to the employer, will be required of the successful applicant prior to commencing employment.

**To apply**:
**Education**: Preferred
- Associate's degree or better in Accounting
- Associate's degree or better in Finance
- Associate's degree or better in Business Administration

**Licenses & Certifications**: Preferred
- RR
- CPH
- CSC

**Behaviors**: Preferred
- Team Player: Works well as a member of a group
- Loyal: Shows firm and constant support to a cause
- Enthusiastic: Shows intense and eager enjoyment and interest
- Dedicated: Devoted to a task or purpose with loyalty or integrity

**Motivations**: Preferred
- Goal Completion: Inspired to perform well by the completion of tasks
- Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
- Self-Starter: Inspired to perform without outside help
- Growth Opportunities: Inspired to perform well by the chance to take on more responsibility

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