Client Service Associate

7 days ago

Winnipeg, Manitoba, Canada Value Partners Investments Full time
Job Description

Role Summary

The Client Service Associate is a critical member of the Value Partners Investments team, responsible for delivering exceptional client experiences and ensuring seamless onboarding processes. This role requires a driven, hands-on individual with a strong client service orientation and ability to build collaborative working relationships.

Key Responsibilities

  • Client Onboarding
    • Own the end-to-end client onboarding process, ensuring accuracy and efficiency while providing a high-quality client experience.
    • Prepare and organize onboarding and account opening documentation, ensuring requirements are gathered efficiently.
    • Liaise with Investment Counsellors, external advisors, and custodians 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.
    • Resolve issues/challenges related to client accounts, liaising with clients, custodians, internal, and external stakeholders.
  • 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 Value Partners Investments leaders as required.

Qualifications

  • 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.
  • A combination of education and experience will be considered.

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.
  • Working knowledge of Salesforce, PM software, and advisor operating systems is an asset.
  • Advanced proficiency in Microsoft Office: Outlook, Excel, PowerPoint, Word, Teams.

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.
  • Advanced organizational skills, adept at managing multiple tasks with competing deadlines.
  • Proven analytical, problem-solving, and decision-making skills.
  • Detail-oriented with a general penchant for excellence.
  • Ability to be flexible in one's approach to established plans based on emerging needs.
  • Entrepreneurial spirit with a creative outlook and resourceful nature.

Additional Information

  • Comprehensive health, dental, and vision benefits.
  • Health & Wellness Spending Account.
  • 4% Matching RRSP allocation.
  • Great workplace culture.

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