Client Service Administrator

David Aplin Job Details

Client Service Administrator

Winnipeg, MB


Posted Date: 10/05/2022

Job ID: SD9361833222

Office Professionals

If you are a talented and experienced Client Service Administrator, David Aplin Group has the right opportunity for you! Our Winnipeg-based client has partnered with Stacey Danley, Partner, to lead their next search. As part of a growing client services department, this is an ideal opportunity for an individual to grow and develop with one of the best operations teams in the business.

Perks & Benefits:
  • A competitive salary
  • 4 weeks of vacation
  • Group benefits and RSP matching
  • Paid parking
  • Our client is open to supporting candidates pursuing related, post-secondary education/designations

  • Preparation and follow up on new client account documentation
  • Corresponding with clients
  • Processing of deposits, withdrawals, and asset transfers
  • Fielding calls from advisors
  • Account reconciliations and troubleshooting
  • Maintenance of client databases and spreadsheets
  • Scheduling and confirming meetings, arranging travel, and assisting with events

  • 2 years related work experience with an investment counsel firm/broker, portfolio manager or financial planning organization
  • Strong understanding of investment operations, account types, and transaction processing
  • Completion of the CSC or IFIC would be an asset
  • Proficiency with technology
  • Excellent verbal and written communication skills
  • Ability to analyze, investigate, and problem solve as needed
  • Ability to meet deadlines without compromising accuracy and attention to detail
  • Looking for an ambitious self-starter who is eager to grow their career in the industry

Job ID: SD9361833222

If you are interested in this position and meet the qualifications, apply today! We thank all applicants; however, only those who are authorized to work in Canada or are selected for an interview will be contacted.

David Aplin Group, one of Canada’s Best Managed Companies, is an employment agency specializing in finding top talent for exceptional organizations across North America. There are no fees to apply to our jobs or engage with our recruiters to find a new career. Companies hire us to help them grow their teams. Visit our website to learn more: 

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