Client Service Associate
David Aplin Group
Stacey Danley at Aplin has partnered with a south-end Winnipeg client to recruit a 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.
Benefits and perks:Competitive Salary – Based on experienceComprehensive Employer-Paid BenefitsPension Plan & Profit-SharingWellness Account & Gym MembershipEducational Support & Professional DevelopmentFree ParkingHybrid Work Option – 20% work-from-homeKey ResponsibilitiesPrepare and follow up on new client account documentationCorrespond with clients regarding their accounts and inquiriesProcess deposits, withdrawals, and asset transfersReconcile accounts and troubleshoot discrepanciesMaintain client databases and spreadsheetsAssist with additional administrative tasks as requiredIdeal CandidateEducation – Related post-secondary educationExperience – Administrative or client service experience in a corporate office or financial institutionTechnical Skills – Proficiency with Microsoft Excel and other relevant technologyCommunication – Strong verbal and written communication skillsProblem-Solving – Ability to analyze, investigate, and resolve issues efficientlyAttention to Detail – Ability to meet deadlines without compromising accuracyAsset – Previous investment administration experience is an advantageIf you are a proactive and detail-oriented professional looking to grow in the financial sector, we’d love to hear from you!
David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.
Benefits and perks:Competitive Salary – Based on experienceComprehensive Employer-Paid BenefitsPension Plan & Profit-SharingWellness Account & Gym MembershipEducational Support & Professional DevelopmentFree ParkingHybrid Work Option – 20% work-from-homeKey ResponsibilitiesPrepare and follow up on new client account documentationCorrespond with clients regarding their accounts and inquiriesProcess deposits, withdrawals, and asset transfersReconcile accounts and troubleshoot discrepanciesMaintain client databases and spreadsheetsAssist with additional administrative tasks as requiredIdeal CandidateEducation – Related post-secondary educationExperience – Administrative or client service experience in a corporate office or financial institutionTechnical Skills – Proficiency with Microsoft Excel and other relevant technologyCommunication – Strong verbal and written communication skillsProblem-Solving – Ability to analyze, investigate, and resolve issues efficientlyAttention to Detail – Ability to meet deadlines without compromising accuracyAsset – Previous investment administration experience is an advantageIf you are a proactive and detail-oriented professional looking to grow in the financial sector, we’d love to hear from you!
David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.
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