Client Services Administrator

Emerald Ten; Winnipeg; On-site; CAD 48,000 - 65,000; Full time

Benefits offered by this job

Group benefits

RRSP plan

Support for professional development

Collaborative team environment

Exposure to financial planning and a/

Room to grow

Job summary

Bayview Financial Group in Winnipeg is hiring a Client Services Administrator for a full-time, in-office role. You will be the friendly, reliable first contact for clients and support our Wealth Management and Group Benefits teams.

You will manage calls and emails, schedule meetings, prepare documents, run reports, and maintain CRM records while ensuring compliance. The role offers group benefits, RRSP, professional development and room to grow within a collaborative, client-focused culture.

Qualifications

• Post-secondary education in Business Administration, Finance or a related field (preferred).
• Experience in administration, client service, financial services or insurance (preferred, but not required).
• Proficiency in Microsoft Office, especially Word, Excel and Outlook.
• Strong organizational skills and the ability to manage competing priorities and deadlines.
• Clear, friendly written and verbal communication.
• Attention to detail and respect for confidentiality and compliance.

Responsibilities

• Manage calls and emails for our advisors with warm, professional service.
• Schedule and confirm client meetings.
• Follow up on client inquiries and direct requests to the right advisor.
• Engage with clients to resolve questions quickly and accurately.
• Prepare client documents, reports and presentations that meet compliance and regulatory standards.
• Run reports and support a variety of projects.
• Process, track and follow up on investment trades for new and existing clients.
• Prepare and process insurance paperwork for new and existing clients.
• Maintain and update client records in our CRM.
• Scan and file documents accurately.
• Handle office supplies, mail and general administrative tasks.

Skills

Client service

Communication

Organization

Attention to detail

Education

Post-secondary education in Business Administration or Finance

Tools

Microsoft Office

Job description

We're hiring a Client Services Administrator for Bayview Financial Group in Winnipeg. This is a full-time, in-office role.

The Opportunity

Are you the person who keeps everything running smoothly and makes every client feel looked after? Bayview Financial Group is looking for a Client Service Administrator to join our Winnipeg office. You will be the steady, friendly point of contact for our clients and the right hand to our advisors, supporting both our Wealth Management and Group Benefits teams.

About Bayview Financial Group

Bayview Financial Group is a trusted provider of financial planning and investment services, celebrated for its client-first approach and culture of innovation. Our team has earned the trust of the Winnipeg community by delivering customized financial solutions with excellence. We’re excited to welcome a new team member who shares our values and dedication.

Why Join Us

• Salary of $48,000 to $65,000 per year, depending on experience
• Group benefits and RRSP plan
• Support for professional development
• A collaborative team where your ideas are heard
• Real exposure to both financial planning and group benefits, with room to grow

What You Will Do

Client Service

• Manage phone calls and emails for our advisors, with warm and professional service every time
• Schedule and confirm client meetings
• Follow up on client inquiries and direct requests to the right advisor
• Engage with clients to resolve questions quickly and accurately
• Prepare client documents, reports and presentations that meet compliance and regulatory standards
• Run reports and support a variety of projects

Operations and Administration

• Process, track and follow up on investment trades for new and existing clients
• Prepare and process insurance paperwork for new and existing clients
• Maintain and update client records in our CRM
• Scan and file documents accurately
• Handle office supplies, mail and general administrative tasks

What You Bring

• Post-secondary education in Business Administration, Finance or a related field (preferred)
• Experience in administration, client service, financial services or insurance (preferred, but not required)
• Proficiency in Microsoft Office, especially Word, Excel and Outlook
• Strong organizational skills and the ability to manage competing priorities and deadlines
• Clear, friendly written and verbal communication
• Attention to detail and respect for confidentiality and compliance
• Comfort learning new systems