Client Service Associate

4 weeks ago

Winnipeg, Manitoba, Canada Value Partners Investment Counsel Inc. Full time
Job Title: Client Service Associate

We are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Value Partners Investment Counsel Inc. in Winnipeg, Canada.

Job Summary

The Client Service Associate will be responsible for providing exceptional client service, ensuring a seamless onboarding process, and supporting the Investment Counsellors and Relationship Managers in their daily activities.

Key Responsibilities
  • Client Onboarding:
    • 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
  • Client and Advisor Service:
    • Triage client service requests and account inquiries ensuring distribution to the appropriate recipients
    • 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.
  • 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
Requirements
  • 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
  • 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
  • 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
What We Offer

We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.

Value Partners Investment Counsel Inc. is an equal opportunities employer and welcomes applications from diverse candidates.

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