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Client Service Associate - Jobs in Winnipeg, Manitoba

Value Partners Investments
Job LocationWinnipeg, Manitoba
EducationNot Mentioned
SalaryNot Mentioned
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull time

Job Description

Job DescriptionVPIC 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 who supports day to day servicing requests and executing on the VPIC Client Service Delivery model in a timely and detailed manner. The CSA provides 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.ResponsibilitiesClient 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 Client Portal support
    • Assist clients with accessing and navigating the client portal, troubleshooting issues, responding to inquiries, and collaborating with the Operations or IT team to resolve complex problems
  • Resolve issues / challenges related to client accounts, liaising with clients, custodians, internal and external stakeholders
  • Communicate with internal and external stakeholders in a sensitive and caring manner
  • Provide status updates to VPIC Team members and leaders
Business Process Managementamp; 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

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