Client Services Associate - Jobs in Winnipeg, MB

Job Description

Client Service AssociateLocation: This position will be based in our Winnipeg office.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth —the top-rated* wealth advisory company in Canada and one of Canadas Best Managed Companies. With more than $21 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.

• Investment Executive 2022 Brokerage Report Card

The opportunity:Wellington-Altus is currently recruiting for a Client Service Associate to work with an established and growing wealth advisory team. The successful candidate for this role will be forward-thinking and client-focused, with the ability to succeed in a high-volume team environment.Reporting to the team, the Client Service Associate will participate in a broad range of administrative, operational, and marketing projects and tasks to support the efficient and successful operations of the team. If you possess a passion for wealth management, are excited by ongoing growth, and strive to go above and beyond - we want to hear from you.Key responsibilities include:

• Independently and proactively completing administrative (ex. preparing letters, client communication pieces etc.) and account management tasks (ex. preparing DocuSign information converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers etc).
• Assisting in preparing Advisors for client meetings, including preparation of account opening documentation, product research, etc.
• Working towards gaining the ability to research, analyze, and execute trade orders across a portfolio of securities in an accurate and timely manner.
• Researching industry-related information from a variety of sources as requested by Advisors.
• Managing the Senior Wealth Advisors calendar and booking meetings; scheduling client appointments; organizing client events.
• Participating in and helping to organize marketing initiatives, including online, virtual and in person
• Committing to a rigorous follow-up relating to all client transactions to ensure proper processing and minimization of errors.
• Proactively staying informed and up-to-date regarding Company and industry policies and procedures and compliance bulletins / updates.
• Performing other duties as assigned.

The ideal candidate will possess:

• A bachelor’s degree or diploma in business administration, accounting, finance, or similar field of study.
• A minimum of 1-2 years of industry experience, preferably in an administrative or operational capacity.
• Completion of CSC and/or CPH are a strong asset.
• IR or RR licensed with IIROC is an asset.
• Knowledge and understanding of fundamental topics related to the financial and securities industry, including investment and insurance products and services.
• Strong organizational skills with the ability to proactively organize and manage a high volume of time-sensitive work.
• Excellent attention to detail to ensure financial and regulatory requirements are adhered to at all times.
• A client-focused attitude with a commitment to providing extraordinary service to high-net-worth clients.
• A high degree of proficiency with Microsoft Office tools; experience with financial tools is an asset.
• A demonstrated, reliable work ethic with the ability to manage multiple, competing priorities.
• An ability to adapt to quickly changing needs and work requirements.

Conditions of employment:

• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, will be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.If you require accommodation for the recruitment process, please let us know at the point of application.To apply:Click the Apply For This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.EducationPreferred

• Associates degree or better in Accounting
• Associates degree or better in Finance
• Associates degree or better in Business Administration

Licenses & CertificationsPreferred

• RR
• CPH
• CSC

BehaviorsPreferred

• Team Player: Works well as a member of a group
• Loyal: Shows firm and constant support to a cause
• Enthusiastic: Shows intense and eager enjoyment and interest
• Dedicated: Devoted to a task or purpose with loyalty or integrity

MotivationsPreferred

• Goal Completion: Inspired to perform well by the completion of tasks
• Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
• Self-Starter: Inspired to perform without outside help
• Growth Opportunities: Inspired to perform well by the chance to take on more responsibility

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