Value Partners Investments
Location
Winnipeg, MB | Canada
Job description
Value Partners Investments manages approximately $4 Billion of assets for clients across Canada. Reporting to the Manager of Client Service, the Client Service Associate is a critical member of the VPIC team and ultimately owns the new client onboarding process, which includes document preparation and executing on the VPIC Client Service Delivery model in a timely and detailed manner. T
Job Description
The Client Service Associate ensures a high level of support for Investment Counsellors, Relationship Managers, and external Referring Advisors by enabling a seamless, high quality ‘White Glove’ experience for the advisors, clients, and families VPIC serves.
The Client Service Associate also supports the Manager of Client Service with the development and maintenance of process and procedural documentation and provides recommendations for, and updates regarding, continuous improvement of the client service function to VPIC leaders.
Responsibilities
· Client and Account Onboarding (50%)
- Act as subject matter expert for the Account Opening process ensuring requirements are gathered efficiently
- Collaborate with Custodian as may be required to facilitate the process
- Liaise with Investment Counsellors, external advisors and custodian to triage, troubleshoot, and provide ongoing updates on onboarding and client related matters
- Responsible for the end-to-end ownership of the client onboarding process ensuring accuracy and efficiency while offering a seamless, high quality ‘White Glove’ client experience
- Prepare and organize paperwork for onboarding, account opening, and client change processes
- Work collaboratively with Investment Counsellor Team to execute on meeting follow-up items pertaining to supporting information for onboarding
- Prepare Custodial and VPIC documents: Investment Policy Statements (IPS), Client biographical information forms, Portfolio Management Agreements ensuring accuracy for completion by Client/Advisor/Referring agents
- Process deposits / EFTs upon account opening
- Upload and input IPS, PMA, KYC information into PM software, CRM, and Client Portal
- Compile and ensure the distribution of Welcome Packages for all new clients, unless PM requests otherwise
- Ensure ongoing client communication: send welcome email, status updates on account opening, etc.
Client and Advisor Service (40%)
- Triage service requests and account inquires arriving to Client Service Inbox and Service Request Queue ensuring distribution to the appropriate individual
- Ensure day-to-day requests such as client inflows/outflows, deposits/withdrawals, client changes (name, address, status, etc.), and standard client reporting are handled on a priority basis in a professional and detailed manner
- Inform Investment Counsellor of client changes upon updating
- Act as a resource to support Referring Advisors:
- Assist with the completion of documents and manage inquiries regarding account activity such as transactions, payments, transfers, etc.
- Provide portal support and run reports as requested
- Resolve issues / challenges related to client accounts (i.e. transfers, payments, account openings and closings) liaising with clients, custodians, internal and external stakeholders
- Communicate with internal and external stakeholders in a sensitive and caring manner
Business Process Management and Continuous Improvement (5%)
- Support the Manager of Client Service with the development and maintenance of process and procedural documentation
- Provide recommendations for, and updates regarding, continuous improvement of the client service delivery model to the Manager of Client Service and other VPIC leaders as required
Other duties as assigned (5%
Qualifications
Qualifications
Education & Experience
- Undergraduate degree in Commerce, Business Administration, Economics, or related discipline
- Willingness to expand on professional
qualifications
by completing the CSC or similar program - Two years of related experience in an investment or financial services environment, knowledge of the Canadian Securities industry is required
- A combination of education and experience will be considered
Technical Knowledge
- Knowledge of investment management principles, best practices, and emerging trends
- Well-developed knowledge of VPI products and services
- Technical fluency with the ability to learn and adapt to new technology effectively
- Working knowledge of Salesforce, Portfolio Management software, and Advisor operating systems
- Advanced proficiency in Microsoft Office: Outlook, Excel, PowerPoint, Word, Teams
Skills & Abilities
- Strong client service orientation with the ability to build collaborative working relationships based on mutual trust to meet goals
- Ability to communicate clearly and concisely, verbally and in writing, to ensure effective interaction with key stakeholders (internal and external) to manage, inform and influence successful outcomes
- Advanced organizational skills, adept at managing and prioritizing multiple tasks with competing deadlines
- Proven analytical, problem solving and decision-making skills
- Detail oriented with a general penchant for excellence
- Ability to be flexible in one’s approach to established plans based on emerging needs
- Entrepreneurial spirit with a creative outlook and resourceful nature
Additional Information
Comprehensive health, dental and vision benefits
Health & Wellness Spending Account
4% Matching RRSP allocation
Great workplace culture!
Job tags
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