Client Service Associate
Found in: Talent CA C2 - 2 weeks ago
VPIC 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 directly to and will be mentored by the Manager of Client Service and is located in our Winnipeg office.
The Client Service Associate is a critical member of the VPIC team and ultimately owns the new client onboarding process, which includes document preparation and executing on the VPIC Client Service Delivery model in a timely and detailed manner. The CSA ensures 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 VPIC serves. The Client Service Associate also assists with the development and maintenance of process and procedural documentation and provides recommendations to support continuous improvement of the client service function to VPIC leaders.
Responsibilities
·Client and Account Onboarding
- Responsible for the end-to-end ownership of the client onboarding process ensuring a high degree of accuracy and efficiency while offering a seamless and exceptional client experience
- 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.
Client and Advisor Service
- Triage client service requests and account inquires ensuring distribution to the appropriate recipients
- 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
- 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.
- Provide portal support and create client reporting as requested
- 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.
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
- Other duties as assigned
Qualifications
Qualifications
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
- 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
-
Client Experience Associate
6 days ago
Winnipeg, Canada RBC Dominion Securities Inc. 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. **What will you do?** - Elevate the client experience, ensuring seamless onboarding and consistent touchpoints that align with our client service plan. - Support...
-
Client Associate
2 weeks ago
Winnipeg, Canada Canadian Imperial Bank of Commerce 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...
-
Client Associate
2 weeks ago
Winnipeg, Canada Canadian Imperial Bank of Commerce 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...
-
Client Associate
2 weeks ago
Winnipeg, Canada Canadian Imperial Bank of Commerce 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...
-
Customer Service/sales Associate
7 days 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...
-
Claim Services Associate
1 day ago
Winnipeg, Canada Ellement Consulting Group Full timeCLAIM SERVICES ASSOCIATE - Winnipeg ABOUT ELLEMENT Ellement Consulting Group (Ellement) is a privately-owned actuarial consulting firm that has been providing actuarial, administration, software programming, and consulting solutions for pension, benefits, and investment programs for individuals, corporations, unions, associations, and governments for...
-
Client Associate
Found in: Jooble CA O C2 - 2 weeks ago
Winnipeg, MB, Canada Canadian Imperial Bank of Commerce 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...
-
Customer Service Associate
1 week ago
Winnipeg, Canada H-Authentica Full time**Job Posting: Customer Service Associate** **Company**: H-Authentica **Position**: Customer Service Associate **Location**: Office Based **Salary**: $16/hr **Benefits**: Health, Dental, and Vision Insurance **Employment Type**: Full-Time **Key Responsibilities**: - Assist customers with inquiries, product information, troubleshooting, and issue...
-
Receptionist/client Service Assistant
3 days ago
Winnipeg, Canada BOKHAUT CHARTERED PROFESSIONAL ACCOUNTANT INC. Full timeBokhaut CPA Inc., a fast-growing accounting firm that specializes in the needs of physicians, is seeking a Receptionist/Client Service Assistant to assist in our objective of helping physicians concentrate on taking care of patients by minimizing the stress of their finances. Bokhaut CPA Inc. is a mid-sized firm of 20 employees who work closely as a team to...
-
Membership Services Associate
4 days ago
Winnipeg, Canada Reh-Fit Centre Full time**MEMBERSHIP SERVICES ASSOCIATE** **(PART TIME)** The Reh-Fit Centre currently has an opening for a part time Membership Services Associate. We are looking for an individual who exhibits the core values behind our mission (integrity, professional, evidence, caring, and innovation), who represents the vision of the Centre by demonstrating a strong customer...
-
Financial Services Associate
15 hours 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 Associate Cibc Wood Gundy
6 days 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...
-
Associate
4 days ago
Winnipeg, Canada Richardson Wealth Full time**Employment Status**: Permanent Full-Time **Location**: Winnipeg, MB **Department**: Retail **Reporting To**: Investment Advisor(s) and Branch Management Team **Job Id**: WPG - 012 **Job Level**: L3 **Seniority Level**: Associate **Position Overview**: As an Associate the incumbent will contribute to growing the business by supporting to the...
-
Financial Services Associate
2 days 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...
-
Family Services Associate
1 week ago
Winnipeg, Canada Ronald McDonald House Charities Full timeNATIONAL OCCUPATION CODE 42201 POSITION TYPE PART-TIME (Sat & Sun; 4 pm – midnight, either weekly or biweekly) The part-time Family Services Associate oversees the day-to-day operations of Ronald McDonald House. This individual will be required to provide a compassionate guest experience, at all times, for all families requiring our support. The...
-
Family Services Associate
1 week ago
Winnipeg, Canada Ronald McDonald House Charities Full timeNATIONAL OCCUPATION CODE 42201 POSITION TYPE PART-TIME (Sat & Sun; 4 pm – midnight, either weekly or biweekly) The part-time Family Services Associate oversees the day-to-day operations of Ronald McDonald House. This individual will be required to provide a compassionate guest experience, at all times, for all families requiring our support. The...
-
Family Services Associate
1 week ago
Winnipeg, Canada Ronald McDonald House Charities Full timeNATIONAL OCCUPATION CODE 42201 POSITION TYPE PART-TIME (Sat & Sun; 4 pm – midnight, either weekly or biweekly) The part-time Family Services Associate oversees the day-to-day operations of Ronald McDonald House. This individual will be required to provide a compassionate guest experience, at all times, for all families requiring our support. The...
-
Client Accounting Administrator
5 days ago
Winnipeg, Canada People Corporation Full timeWe are seeking a **Client Accounting Administrator** to join our Coughlin team in **Winnipeg, MB.** - The Client Accounting Administrator provides administrative services to the Single - and Multi - Employer Plans and does so in such a way as to enable the smooth operation and administration of the plans. This includes answering telephone inquiries and...
-
Associate
15 hours ago
Winnipeg, Canada Richardson Wealth Full time**Employment Status**: Permanent Full-Time **Location**: Winnipeg, MB **Department**: Retail **Reporting To**: Investment Advisor(s) and Branch Management Team **Job Id**: WPG - 014 **Job Level**: L4 **Seniority Level**: Associate **Position Overview**: We are seeking an individual to join our team in the Winnipeg office. As an Associate, the...
-
Winnipeg, Canada Ellement Consulting Group Full timeABOUT ELLEMENT Ellement Consulting Group (Ellement) is a privately-owned actuarial consulting firm that has been providing actuarial, administration, software programming, and consulting solutions for pension, benefits, and investment programs for individuals, corporations, unions, associations, and governments for programs based in Canada since 1996. Our...
