Client Service Associate

5 hours ago

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

Value Partners Investment Counsel Inc. is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a critical member of our Client Service team, you will be responsible for ensuring a seamless and exceptional client experience through the end-to-end ownership of the client onboarding process.

Key Responsibilities
  • 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.
  • Process deposits / EFTs upon account opening.
  • Upload and input IPS, PMA, Know-Your-Client (KYC) information into PM, CRM, and portal systems.
  • Ensure ongoing client and advisor communication including, but not limited to, welcome packages, follow up emails, status updates on account opening, etc.
Requirements
  • 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.
What We Offer

As a Client Service Associate at Value Partners Investment Counsel Inc., you will have the opportunity to work in a fast-paced and dynamic environment with a team of experienced professionals. You will be responsible for ensuring a high level of support for Investment Counsellors, Relationship Managers, and external referral partners by enabling a seamless, high quality 'White Glove' experience for the advisors, clients, and families we serve.

", "Company Overview": "Value Partners Investment Counsel Inc. 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."}

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