Client Service Associate — Wealth Ops & Onboarding

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. 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.