Client Service Associate

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 seventeenth year of business and that manages over $5 billion in client assets. Our firm’s culture is built around investment performance, excellence in Client Service, and long-term business relationships.

Title: Client Service Associate – Activities

Objective: An integral member of this dynamic team, the Client Service Associate supports the portfolio managers, associates, and advisors in the day-to-day flow of assets within the firm. As part of our Activities Team you will love solving problems, are incredibly resourceful, and have a strong attention to detail.

Tasks, Role & Responsibilities:

· Respond to Referring Agent requests and inquiries and be the liaison for clients regarding requests and support.

· Review Debit Cash Balances and Debit Position Reports daily and assign tasks to our investment team as needed.

· Examine reoccurring payments and contributions to ensure they are correct and communicate a listing of accounts and amounts that can be invested in consideration of management fees.

· Review daily activities for our custodians and assign tasks to our investment team. Ensure everything is processed correctly and follow up on items that are missed or are processed incorrectly.

· Process daily tasks for withdrawals, foreign exchange, in-kind contributions, one-time contributions, donation of securities, share certificates, as well as other daily tasks.

· Assist with Transfer Reconciliations, Follow Ups and Rejections. Review all incoming transfers to ensure we receive what is expected. Review non-registered transfers to ensure book values are correct and update our custodians, if needed. Follow up on outstanding transfers and handle any transfer rejections received from our custodians.

· Process all Cheque Deposits.

· Provide assistance in finding ways to improve current practices, procedures to increase efficiencies and enhance customer service.

· Additional responsibilities and special project work as the role grows and evolves.

Critical Knowledge, Skills and Abilities:

· 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 can 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.

· Related work experience in the financial services industry desired.

Educational Requirement:

· Post-secondary education would be an asset.

Just the start of what BCV can offer:

· A comprehensive suite of Health Care & Wellness benefits.

· Strong educational support and professional development.

· Highly competitive compensation and profit-sharing.

· RRSP matching, 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 an inclusive workplace, we are committed to diversity and welcome applications from all genders, all cultures, persons with disabilities, and persons of all 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.

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.

Job Types: Full-time, Permanent

Salary: $48,000.00-$70,000.00 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Discounted or free food
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• Profit sharing
• RRSP match
• Vision care
• Wellness program
• Work from home

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Education:

• Secondary School (preferred)

Experience:

• Customer service: 1 year (required)

Work Location: In person

Application deadline: 2024-04-07