Client Service Associate

Stacey Danley at Aplin has partnered with our client, a leader in the investment industry, to recruit an experienced Client Service Associate. This is an excellent opportunity for a detail-oriented administrative professional who is passionate about the financial industry and thrives in a collaborative client services team. Please note this is a full-time permanent position based in Winnipeg.

• Competitive Salary – Based on experience
• Comprehensive Employer-Paid Benefits
• Pension Plan & Profit-Sharing
• Wellness Account & Gym Membership
• Educational Support & Professional Development
• Free Parking
• Hybrid Work Option – 30% work-from-home

• Prepare and follow up on new client account documentation
• Correspond with clients regarding their accounts and inquiries
• Process deposits, withdrawals, and asset transfers
• Reconcile accounts and troubleshoot discrepancies
• Maintain client databases and spreadsheets
• Assist with additional administrative tasks as required

• Education – Related post-secondary education
• Experience – Administrative or client service experience supporting an advisor team or portfolio manager is required.
• Technical Skills – Proficiency with Microsoft Excel and other relevant technology
• Communication – Strong verbal and written communication skills
• Problem-Solving – Ability to analyze, investigate, and resolve issues efficiently
• Attention to Detail – Ability to meet deadlines without compromising accuracy
• Asset – Previous investment administration experience is an advantage

If you are a proactive and detail-oriented professional looking to grow in the financial sector, we’d love to hear from you! All qualified applicants must be legally entitled to work in Canada, including holding any required permits.