Client Service Associate

1 week ago

Winnipeg, Canada BCV Asset Management Full time

BCV Asset Management Inc. provides portfolio management services to high-net-worth families, corporations, and institutional investors. We are a growing investment firm, based in Winnipeg, that has completed its seventeenth year of business and that manages over $5 billion in client assets. Our firm’s culture is built around investment performance, excellence in client service, and long-term business relationships.

**Title: Client Service Associate - Activities**

**Objective**:An integral member of this dynamic team, the Client Service Associate supports the portfolio managers, associates, and advisors in the day-to-day flow of assets within the firm. As part of our Activities Team you will love solving problems, are incredibly resourceful, and have a strong attention to detail.

**Tasks, Role & Responsibilities**:

- Respond to Referring Agent requests and inquiries and be the liaison for clients regarding requests and support.
- Review Debit Cash Balances and Debit Position Reports daily and assign tasks to our investment team as needed.
- Examine reoccurring payments and contributions to ensure they are correct and communicate a listing of accounts and amounts that can be invested in consideration of management fees.
- Review daily activities for our custodians and assign tasks to our investment team. Ensure everything is processed correctly and follow up on items that are missed or are processed incorrectly.
- Process daily tasks for withdrawals, foreign exchange, in-kind contributions, one-time contributions, donation of securities, share certificates, as well as other daily tasks.
- Assist with Transfer Reconciliations, Follow Ups and Rejections. Review all incoming transfers to ensure we receive what is expected. Review non-registered transfers to ensure book values are correct and update our custodians, if needed. Follow up on outstanding transfers and handle any transfer rejections received from our custodians.
- Process all Cheque Deposits.
- Provide assistance in finding ways to improve current practices, procedures to increase efficiencies and enhance customer service.
- Additional responsibilities and special project work as the role grows and evolves.

**Critical Knowledge, Skills and Abilities**:

- Love of problem solving, resourcefulness and strong attention to detail.
- Friendly and positive with a penchant for a high level of client service.
- Exceptional communication and interpersonal skills along with solid organizational qualities.
- Proven analytical, planning and time management skills.
- Ability to take initiative and can work independently as well as in a team environment.
- Ability to meet deadlines without compromising efficiently, accuracy and attention to detail.
- Tech savviness and proficiency in Microsoft Office.
- Related work experience in the financial services industry desired.

**Educational Requirement**:

- Post-secondary education would be an asset.

**Just the start of what BCV can offer**:

- A comprehensive suite of Health Care & Wellness benefits.
- Strong educational support and professional development.
- Highly competitive compensation and profit-sharing.
- RRSP matching, weekly chef, and much more.

**Not checking every box?**

Sounds like the job for you but you don’t think you have what it takes on paper? Reach out to us anyway

If you possess the above skills and traits, and desire to grow and make a difference with our amazing local company, we invite you to learn more about this exciting opportunity. Please submit your resume and cover letter in confidence to Kimberly Wallace, Manager, People and Culture.

We sincerely appreciate your interest and thank all applicants, however, only those selected for an interview will be contacted.

**Job Types**: Full-time, Permanent

**Salary**: $48,000.00-$70,000.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Discounted or free food
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Profit sharing
- RRSP match
- Vision care
- Wellness program
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

**Education**:

- Secondary School (preferred)

**Experience**:

- Customer service: 1 year (required)

Work Location: In person

Application deadline: 2024-04-07

  • Client Service Associate

    5 days 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

    4 days ago

    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...

  • Client Service Associate

    4 days ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    Company DescriptionValue 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 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.,...

  • Client Services Associate

    1 week 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...

  • Client Services Associate

    4 days ago

    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...

  • Client Service Associate

    2 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 Service Associate

    3 weeks 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 Service Associate

    4 weeks 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 Service Associate

    4 weeks 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 Service Associate

    4 weeks 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 Service Associate

    3 weeks 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 Service Associate

    3 weeks 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 Service Associate

    2 weeks ago

    Winnipeg, 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...

  • Client Service Associate

    2 weeks ago

    Winnipeg, Canada RBC Dominion Securities Full time

    **What is the opportunity?** The RBC Dominion Securities branch located in Winnipeg is seeking a Client Service Associate to deliver concierge level service for a high performing Advisory Team. You will play a crucial role in building and maintaining strong client relationships, ensuring client satisfaction, and contributing to the overall success of our...

  • Client Service Associate

    3 weeks 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 days ago

    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...

  • Pia Client Service Associate

    1 week ago

    Winnipeg, Canada TD Bank Full time

    431051BR Wealth Management Winnipeg, MB January 25, 2024 Hours 37.5 Workplace Model Hybrid Pay Details Department Overview 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. **TD Private Investment...

  • Client Experience Associate

    2 weeks ago

    Winnipeg, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At 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...

  • Client Services Associate

    3 days ago

    Winnipeg, Canada Harvest Manitoba Full time

    Perform new client intakes and book clients for food bank appointment - Prepare food hampers for walk-in clients as well as support the Winnipeg Avenue on-site food bank - Input and prepare data for weekly and monthly reporting - Liaise with food bank coordinators and food distribution agencies to ensure that client information is up-to-date and that clients...