Client Service Associate

Elevate your career in finance with Aplin as a Client Service Associate in Winnipeg. This full-time role focuses on administrative duties and client communication within the investment industry.

Aplin is seeking a dedicated Client Service Associate to support our client’s team in Winnipeg. You will prepare client account documentation, manage correspondence, and process transactions such as deposits and withdrawals. This position requires strong attention to detail while troubleshooting discrepancies and maintaining client records.

Key Responsibilities:

• Prepare and follow up on client account documentation

• Correspond with clients regarding inquiries and account matters

• Process deposits, withdrawals, and asset transfers accurately

• Reconcile accounts and resolve transaction discrepancies

• Maintain and update client databases and spreadsheets

Requirements:

• Related post-secondary education

• Administrative or client service experience required

• Proficient in Microsoft Excel and relevant technologies

• Strong verbal and written communication skills

• Detail-oriented with ability to meet deadlines

Bring your expertise in client services and administrative support to contribute to our client's success in the investment field.
#J-18808-Ljbffr