Client Service Associate
Value Partners Investments
- Winnipeg, MB
- Permanent
- Full-time
- 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.
- 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.
- 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
- 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
- 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
- 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