Investment Operations & Client Accounts Specialist (Winnipeg)

Investment Operations & Client Accounts Specialist (Winnipeg)

18 Sep
|
Jobtailor
|
Winnipeg

18 Sep

Jobtailor

Winnipeg

Jobtailor in Toronto seeks a detail‑driven Investment Processing Associate to manage client accounts and data accuracy within WealthServ. You will coordinate segregated funds, GICs, and transfer tracking, while establishing recent client accounts and maintaining correspondence via Investments mail. The role requires 2+ years in the investment industry and proficiency in Microsoft Office; bilingual English/French is highly desirable for client interactions.

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📌 Investment Operations & Client Accounts Specialist (Winnipeg)
🏢 Jobtailor
📍 Winnipeg

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