Client Service Associate
7 months ago
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 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 seamless, high quality ‘White Glove’ client experience by attending new client meetings, preparing documentation, and executing on the VPIC Client Service Delivery model in a timely and detailed manner.
The Client Service Associate also supports the Manager, Client & Advisor Service with the development and maintenance of process and procedural documentation and provides recommendations for, and updates regarding, continuous improvement of the client service function to VPIC leaders.
**Responsibilities**
- **New Client Onboarding (50%)**
- Collaborate with Custodian as may be required to facilitate the process
- Liaise with internal PMs, external advisors and custodian to negotiate, troubleshoot, and provide ongoing updates on onboarding and client related matters
- Responsible for the end-to-end ownership of the client onboarding process ensuring accuracy and efficiency while offering a seamless, high quality ‘White Glove’ client experience
- Prepare and organize paperwork for onboarding, account opening, and client change processes
- Become a Mako Power User, with the ability to provide demos to internal and external stakeholders as may be required
- Attend client onboarding meetings with Portfolio Managers (PMs) and Relationship Managers to ensure a smooth onboarding experience, and to establish the role and value the Client Service Team provides to clients on an ongoing basis
- Work collaboratively with PMs and Investment Associate to execute on meeting follow-up items pertaining to supporting information for onboarding
- Prepare Custodial and VPIC documents: Investment Policy Statements (IPS), Client biographical information forms, Portfolio Management Agreements ensuring accuracy for completion by Client/Advisor/Referring agents
- Prepare Transfer documents/forms to ensure timely transfer of investment assets to VPIC
- Analyze relinquishing statements to determine if all assets can transfer in kind
- Prepare transfer forms and notes for Portfolio Managers as to any transfer exceptions (i.e. proprietary holdings, GICs, wet sigs, partial transfers, DRS, etc.)
- Follow up with Custodian (Credential) regarding transfers ensuring timeliness of completion, track receipt of assets, follow up and troubleshoot as necessary
- Process deposits / EFTs upon account opening
- Upload and input IPS, PMA, KYC information into PM software, CRM, and Client Portal
- Compile and ensure the distribution of Welcome Packages for all new clients, unless PM requests otherwise- **Client and Advisor Service (40%)**
- Triage service requests and account inquires arriving to Client Service Inbox and Service Request Queue ensuring they are distributed to appropriate individual
- 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
- Inform Portfolio Management Team of client changes upon updating
- Account inquires regarding investment management and performance should be forwarded to the Investment Associate and/or PM for handling
- Estate Settlements and service escalations should be forward to the Manager, Client & Advisor Service
- Guide clients and advisors through the online setup process and how to utilize information contained in the Client Portal
- Act as a resource to Advisors for proper completion of documents, and manage inquiries regarding account activity such as transactions, payments, and transfers
- Run reports as requested by advisors and external agents
- 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
- Develop and maintain relationships, attend industry and external events including but not limited to VPI Annual General Meeting and Speaker Series events- **Business Process Management and Continuous Improvement (5%)**
- Support the Manager, Client & Advisor Service with the development and maintenance of process and procedural documentation
- Provide recommendations for, and updates regarding, continuous improvement of the c
-
Client Service Associate
4 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. Reporting to the Manager of Client...
-
Client Services Associate
7 days 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
5 days ago
Winnipeg, Canada Harvest Manitoba Full timeClient Services Associate Full-Time, Permanent Salary Scale $15.88 to $18.75/hour **POSITION GOAL**:As a Client Services Associate you will work to support the Client Services Team to ensure that people receive food assistance to feed themselves and their families. You must have excellent customer service skills, be able to multi-task and be very...
-
Client Service Associate
2 days ago
Winnipeg, Canada Scotiabank Full timeRequisition ID: 146976 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually, to assist Financial Consultants &...
-
Part-time Client Services Associate
3 days ago
Winnipeg, Canada Harvest Manitoba Full timeClient Services Associate Part-Time (Up to 35 Hours per Week) Permanent Salary Scale $17.43 to $20.30 per Hour **POSITION GOAL**:As a Client Services Associate you will work to support the Client Services Team to ensure that people receive food assistance to feed themselves and their families. You must have excellent customer service skills, be able to...
-
Full-time Client Services Associate
3 days ago
Winnipeg, Canada Harvest Manitoba Full timeClient Services Associate Full-Time, Permanent Salary Scale $17.43 to $20.30 per Hour **POSITION GOAL**:As a Client Services Associate you will work to support the Client Services Team to ensure that people receive food assistance to feed themselves and their families. You must have excellent customer service skills, be able to multi-task and be very...
-
Pia Client Service Associate
2 months ago
Winnipeg, Canada TD Bank Full time**Work Location**: Winnipeg, Manitoba, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $38,300 - $51,700 CAD This role is eligible for commission based earnings. TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice,...
-
Client Services Associate
7 months ago
Winnipeg, Canada Harvest Manitoba Full timePerform 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...
-
Client Care Associate
5 days ago
Winnipeg, Canada Western Financial Group Full time**We are one of Canada’s Top Employers, Join Us** Do you provide excellent customer service? Do you enjoy identifying and generating new sales opportunities? **Client Care Associate** Reporting to the Manager, Commercial Services, the Client Care Associate is responsible for supporting the Insurance Advisors and provide direct client assistance through...
-
Client Service Associate
7 months ago
Winnipeg, Canada BMO Financial Group Full time201 Portage Ave Winnipeg Manitoba,R3B 3K6 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Books meetings with new prospects and prepares introductory package for the prospect/referral. -...
-
Client Service Associate
7 months ago
Winnipeg, Canada BMO Financial Group Full time201 Portage Ave Winnipeg Manitoba,R3B 3K6 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Books meetings with new prospects and prepares introductory package for the prospect/referral. -...
-
Client Service Associate
3 months ago
Winnipeg, Canada BMO Financial Group Full time201 Portage Avenue Winnipeg Manitoba,R3B 3K6 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Books meetings with new prospects and prepares introductory package for the prospect/referral. -...
-
Client Service Associate
7 months ago
Winnipeg, Canada TD Bank Full timeWork Location: Winnipeg, Manitoba, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: **Job Description**: This role is responsible for being the the primary client contact for non-advice activities, providing dedicated support to one or more Investment Advisors (IA). The CSA supports in preparing for client meetings (including Annual Client...
-
Client Associate
7 months ago
Winnipeg, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Service Associate, Commercial Banking
2 weeks ago
Winnipeg, Canada Scotiabank Full timeRequisition ID: 170427 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 Care Associate
7 months ago
Winnipeg, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance brokerages, Western has more than 220 locations across the country. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. By delivering the right insurance solution at every opportunity, our team of...
-
Client Care Associate
7 months ago
Winnipeg, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance brokerages, Western has more than 220 locations across the country. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. By delivering the right insurance solution at every opportunity, our team of...
-
Client Service Associate
2 weeks ago
Winnipeg, Canada Canada Life Assurance Company Full time**Job Description**: As a Clinet Service Associate, you will be responsible for providing excellent customer service to our clients and Advisors. You will be a key part of the Canada Life Group Customer team, working with sales and service roles across multiple offices to achieve common goals, and delight our customers. **What you will do** - Participate...
-
Client Service Associate
2 weeks ago
Winnipeg, Canada BMO Financial Group Full time1700 - 201 Portage Avenue Winnipeg Manitoba,R3B 3K6 As a Client Service Associate you will support one or more Investment Advisors (IAs) and BMO Nesbitt Burns IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Books meetings with new prospects and...
-
Customer Service/sales Associate
1 week ago
Winnipeg, Canada Canada Central Full timeWe were founded on the principles of passion, high performance, innovation, and development. Working with a multitude of different clients across the nation, we have found that taking a personalized approach and cultivating the relationships between clients and their consumers has proven to be most successful. Customer Service/ Sales Associates are trained...
