Senior Client Service Associate - Estates

BCV Asset Management Inc.; Winnipeg; On-site; CAD 60,000 - 80,000; Full time

Job summary

An investment management firm in Winnipeg is seeking a Senior Client Service Associate to manage estate-related client accounts. Responsibilities include overseeing estate processing, managing documentation, and ensuring compliance. Candidates should have experience in wealth management and strong client service skills. This role offers competitive compensation, professional development support, and a positive work culture.

Benefits

Comprehensive health and wellness benefits

Strong educational support

Competitive compensation and profit sharing

Generous pension plan

Qualifications

• Demonstrated expertise in estate processing within wealth management or financial services.
• Strong understanding of estate settlement procedures and regulatory requirements.
• Proven analytical, planning, and time management skills.

Responsibilities

• Manage the full estate processing lifecycle including documentation and beneficiary designations.
• Lead the account opening processes for estate accounts with required documentation.
• Oversee asset transfers and maintain accurate records related to estates.

Skills

Estate processing expertise

Client service excellence

Problem-solving skills

Attention to detail

Communication skills

Tech savviness

Education

Post-secondary education in finance or business administration

Tools

Microsoft Office

CRM systems

Job description

1 day ago Be among the first 25 applicants

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 has completed its eighteenth year of business and that manages over $6 billion in client assets. Our firm’s award-winning culture is built around investment strategy, excellence in client service, and long-term business relationships.

Objective : An integral member of this dynamic team,the Senior Client Service Associate specializes in supporting estate administration processes. This role provides essential expertise in managing estate-related client accounts and ensuring seamless execution of estate settlements and supports the full scope of client administration within the firm.

Tasks, Role & Responsibilities :

• Manage and execute the full estate processing lifecycle, including reviewing estate documentation, validating beneficiary designations, and coordinating with legal representatives and executors.
• Lead the account opening and transition processes for estate accounts, ensuring accurate preparation, review, and submission of all required forms and documentation.
• Process one-time and recurring payments / deposits specific to estate accounts, maintaining meticulous records and updating firm databases.
• Oversee asset transfers related to estates, ensuring accurate data entry of securities book values, , and coordinate follow-ups to obtain any missing information crucial for accurate estate accounting.
• Perform routine and ad-hoc updates for estates, including changes to address, contact details, and beneficiary information.
• Support production and review of quarterly statements and annual reports specifically for estate accounts, working closely with portfolio managers and reporting teams.
• Account processing, including preparing, reviewing, and submitting all required account opening forms.
• Creating and maintaining electronic and paper client files by scanning client paperwork and filing hardcopy per firm standards.
• Creating and updating all client records on firm systems, including the firm’s CRM (Engage) and Portfolio management system (Ndex).
• Responding in a timely manner to client and referring agent enquiries and requests for information.
• Identify opportunities toenhance estate processing workflows, compliance, and client service excellence.
• Additional responsibilities and special project work as the role grows and evolves.

Critical Knowledge, Skills and Abilities :

Demonstrated expertise in estate processing within wealth management or financial services environments.

Strong understanding of estate settlement procedures, trust administration, and related regulatory requirements.

Love of problem-solving, resourcefulness and strong attention to detail.

Friendly and positive with a penchant for a high level of client service.

Exceptional communication and interpersonal skills along with solid organizational qualities.

Proven analytical, planning and time management skills.

Ability to take initiative and work independently as well as in a team environment.

Ability to meet deadlines without compromising efficiently, accuracy and attention to detail.

Tech savviness and proficiency in Microsoft Office.

Familiarity with NBIN and Aviso as custodians.

Related work experience in the financial services industry desired.

Educational Requirement :

Post-secondary education in finance, business administration, or related fields preferred.

Certifications or specialized training in estate administration or wealth management are considered an asset.

Just the start of what BCV can offer!

A comprehensive suite of Health & Wellness and Flexible benefits.

Strong educational support and professional development.

Highly competitive compensation and profit sharing.

Generous Pension plan, a weekly chef, and much more.

Not checking every box?

Sounds like the job for you but you don’t think you have what it takes on paper? Reach out to us anyway!

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. Please submit your resume and cover letter in confidence to Kimberly Wallace, Manager, People and Culture at [e-mail].

If you require accommodation for the recruitment process, please let us know when you submit your application.

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

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Industries

Investment Management

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