Client Service Associate
Client Service Associate
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Job Description
VPIC is looking to hire a driven handson contributor for the role of Client Service Associate (CSA). Our ideal candidate is someone with a cando attitude who thrives in a fastpaced 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.
Responsibilities
Client and Advisor Service
- Triage client service requests and account inquires ensuring distribution to the appropriate recipients
- Ensure daytoday 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 Management & 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
Qualifications :
Education & Experience
- Undergraduate degree in Commerce Business Administration or related discipline
- Proven experience in a client services or customer service role
- Two years of related experience in an investment or financial services environment knowledge of the Canadian Securities industry is required
- Willingness to expand on professional qualifications by completing the CSC or similar program
- A combination of education and experience will be considered
Technical Knowledge
- Knowledge of investment principles best practices and emerging trends
- Technical fluency with the ability to learn and adapt to new technology effectively
- Working knowledge of Salesforce PM software and advisor operating systems is an asset
- Advanced proficiency in Microsoft Office: Outlook Excel PowerPoint Word Teams
Skills & Abilities
- Strong client service orientation with the ability to build collaborative working relationships based on mutual trust to meet goals
- Ability to communicate clearly and concisely verbally and in writing to ensure effective interaction with key stakeholders (internal and external) to manage inform and influence successful outcomes
- Advanced organizational skills adept at managing multiple tasks with competing deadlines
- Proven analytical problem solving and decisionmaking skills
- Detail oriented with a general penchant for excellence
- Ability to be flexible in ones approach to established plans based on emerging needs
- Entrepreneurial spirit with a creative outlook and resourceful nature
Additional Information :
Comprehensive health dental and vision benefits
Health and wellness spending account
4% matching RRSP allocation
Great workplace culture!
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
