Handle email and phone inquiries from internal and external stakeholders regarding client accounts Process and coordinate investment instructions, account setups, updates, transfers, redemptions, and contributions Execute discretionary trades supporting redemption and contribution requests Act as primary contact for resolving problems and complaints by investigating, recording details, referring matters to relevant departments, and following up Provide guidance and support on SMA program procedures, forms, and practices Assist with monthly fee billing Analyze departmental trends and prepare reports such as volume and escalation tracking Support delivery of service standards with minimal supervision while maintaining accuracy and timeliness Requirements

Post-secondary education in a related field, such as a degree, diploma, or certificate in Business or Finance Successful completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) Licensed as an INV Registered Representative or eligible to be licensed as an IR within 30 days Minimum of 5 years’ customer service experience,



including 2–3 years within the financial services industry or equivalent Experience preferably serving high net worth clientele Excellent time management and organizational skills Ability to work well under pressure and meet deadlines

Core Competencies

Demonstrates expertise in client account management, investment processing, and problem resolution within the financial services sector. Proficient in utilizing Portfolio Management software and Microsoft Office to support operational efficiency and service delivery. Highest-signal resume keywords

Canadian Securities Course (CSC) Conduct & Practices Handbook (CPH) INV Registered Representative License Customer Service Experience in Financial Services Portfolio Management Software ATS Optimization Keywords

Hard Skills

Investment Processing Account Management Discretionary Trading Data Analysis Fee Billing Soft Skills

Time Management Organizational Skills Communication Skills Interpersonal Skills Problem-Solving Certifications & qualifications

Canadian Securities Course (CSC) Conduct & Practices Handbook (CPH) INV Registered Representative License Industry Keywords

Financial Services High Net Worth Clientele Client Account Management Service Standards Escalation Tracking Tools & Technologies

Portfolio Management Software Bloomberg Morningstar Microsoft Office Excel

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📌 Managed Account Program Support Specialist (Winnipeg)
🏢 Jobtailor
📍 Winnipeg