Client Service Associate

BCV Asset Management Inc.; Winnipeg; On-site; CAD 45,000 - 75,000; Full time

Benefits offered by this job

Health benefits

Profit sharing

Weekly in-house chef

Job summary

BCV Asset Management Inc. is expanding its client service team in Winnipeg. We seekClient Service Associates to support client administration across three groups—Prep, Submits, and Activities—handling account setup, processing, and reconciliation tasks.

The role emphasizes responsive client service, accurate data handling, and collaboration with advisors and portfolio managers. Post-secondary education is an asset, and opportunities for growth and professional development are offered.

Qualifications

• Experience in client administration or financial services preferred.
• Excellent communication and problem-solving abilities.
• Ability to work independently and in a team.

Responsibilities

• Respond to client and referring agent inquiries in a timely manner.
• Process accounts, including preparing/reviewing/submitting opening forms.
• Support quarterly client statements and annual client reporting.

Skills

Client service

Interpersonal skills

Detail-oriented

Problem solving

Education

Post-secondary education

Tools

Engage CRM

Ndex Portfolio Management System

Microsoft Office

Job description

BCV Asset Management Inc. provides portfolio management services to high-net-worth families, corporations, and institutional investors. We are a growing investment firm, based in Winnipeg, that completed its twentieth year of business in 2026 and that manages over $7 billion in client assets. Our firm's award-winning culture reflects our commitment to investment strategy, excellence in client service, and long-term business relationships.

As an integral member of our dynamic operations team, our Client Service Associates support the full scope of client administration within the firm. Reporting to the Director of Client Service and Administration, we are currently looking to welcome new associates across three specialized operational areas:

• The Prep Team: Manages the setup and coordination of new and existing accounts. In this track, associates connect with advisors and Portfolio Managers to ensure all documentation is properly completed to meet compliance requirements.
• The Submits Team: Opens client accounts once documentation is completed by the Prep Team. Associates in this area set up online access, establish recurring payments, and submit transfers for new accounts.
• The Activities Team: Manages the in-and-outflows of the accounts. This team performs daily reconciliations to ensure proper processing and reviews debits to meet tight timelines.

Role and Responsibilities:

• Responding in a timely manner to client & referring agent enquiries and requests for information.
• Account processing, including preparing, reviewing, and submitting all required account opening forms.
• Support for production of quarterly client statements and annual client reporting.
• Creating and maintaining electronic and paper client files by scanning client paperwork and filing hardcopy per firm standards.
• Updating all client records on firm systems, including the firm's CRM (Engage) and Portfolio Management System (Ndex).
• Additional responsibilities and special project work as the role grows and evolves.

Critical Knowledge, Skills, and Abilities:

• Friendly, personable, and positive with a penchant for a high level of client service.
• Culture accelerator, exceptional communication and interpersonal skills.
• Love of problem solving and resourcefulness.
• Ability to take initiative and work independently as well as in a team environment.
• Ability to meet deadlines without compromising efficiency, accuracy, and attention to detail.
• Tech savviness and proficiency in Microsoft Office.
• Related work experience in the financial services industry is desired, but not required.

Educational Requirement:

• Post-secondary education is an asset.

Just the start of what BCV offers:

• Financial Wellness: Highly competitive compensation, profit sharing, and pension plan.
• Health & Balance: A comprehensive suite of Health, Wellness & Flexible benefits.
• Career Growth: Strong educational support and professional development.
• A Taste of the Good Life: Yes, we have a weekly in-house chef! And much more.

We are committed to diversity and inclusion and welcome applications from all genders, all cultures, persons with disabilities, and persons of all sexual orientations.

If you possess the above skills and traits, and desire to grow and make a difference with our amazing local company, we invite you to learn more about this exciting opportunity.

We sincerely appreciate your interest and thank all applicants, however, only those selected for an interview will be contacted.