Position OverviewLambert Nemec Group, Winnipeg’s premier Permanent Recruitment firm, is partnering with a well-established financial services organization to identify an Executive Client Services Associate. The successful candidate will thrive in a professional and collaborative environment, managing client communications, administrative coordination, and supporting financial documentation within the investment and insurance space.ResponsibilitiesThis is an Executive assistant role reporting to the President while supporting client services for a financial services firm.Act as a key point of contact for clients, responding to inquiries and ensuring a high level of professional service.Support the President with day‑to‑day administrative coordination, including calendar management and meeting scheduling.Prepare, review, and organize client documentation related to investment portfolios, insurance policies, and financial reporting.Assist with preparing presentations, reports, and correspondence for clients and internal stakeholders.Maintain accurate and confidential client records, ensuring compliance with privacy and regulatory requirements.Support financial administrative processes including expense tracking, invoice coordination, and documentation management.Coordinate meetings, client communications, and follow‑ups to ensure a seamless client experience.Conduct research on financial products, market trends,



and industry updates to support internal decision‑making.Collaborate with internal team members and external partners to support efficient office and client operations.Assist with special projects and administrative initiatives as assigned.RequirementsMinimum 5-10 years of experience in an executive assistant, client service, or financial services support role.Strong written and verbal communication skills with a client‑focused approach.High level of professionalism and discretion when handling confidential information.Excellent organizational and time‑management skills with the ability to manage multiple priorities.Proficiency with Salesforce and Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).Previous experience supporting investment, wealth management, or insurance services is considered a strong asset.Self‑motivated, detail‑oriented, and able to work both independently and collaboratively.RewardsSalary range between $60,000 to $80,000 – based on industry experience and qualifications.Comprehensive benefits package including health coverage and RSP matching.Supportive and team-oriented work environment.Opportunity to work closely with senior leadership in an established Manitoba organization.Flexible work‑life balance.Opportunity to pursue and obtain professional financial services licensing.To ApplyIf you are interested in this opportunity, please forward your resume (Word format) directly to Daniela Herrera, Recruitment Coordinator - People & Culture at [email protected], referencing “Executive Client Services Associate” in the subject line. To view additional opportunities currently available, please visit: https://lambertnemec.Com/career-portal/index.Html#/jobs. We thank all applicants in advance; however, only those individuals whose qualifications most closely match our client’s requirements will be contacted. All other resumes will be kept on file for future consideration.#J-18808-Ljbffr

📌 Client Operations Associate - C$60,000 - C$80,000 A Year (Winnipeg)
🏢 Lambert Nemec Group
📍 Winnipeg