Client Service Associate

David Aplin Job Details

Client Service Associate

Winnipeg, MB

Permanent

Posted Date: 18/05/2022

Job ID: SD1847696624

Office Professionals

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


Perks & Benefits:
  • A competitive starting salary
  • A convenient location on the west-side of the city
  • Free parking
  • A comprehensive benefits and pension plan
  • 4 weeks of paid vacation
  • Wellness subsidies
  • Professional growth and development opportunities 

Responsibilities:
  • Preparing and following up on new client account documentation
  • Corresponding with clients
  • Processing of deposits, withdrawals and asset transfers
  • Fielding calls from advisors
  • Account reconciliations and trouble-shooting
  • Maintenance of client databases and spreadsheets
  • Scheduling and confirming meetings, arranging travel and assisting with events

Qualifications:
  • 1+ year(s) of related work experience within the financial services industry
  • 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

Job ID: SD1847696624

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: www.aplin.com

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