Job PurposeYou will be a member of a collaborative, client-focused team, and contribute through strong communication and problem-solving abilities. This role involves delivering exceptional client service while providing administrative, marketing, and sales support to Portfolio Managers. You will also support overall team performance by mentoring and assisting colleagues, ensuring tasks are completed accurately, efficiently, and within deadlines.This is a full time hybrid role.Salary range $65,000 to $80,000.Competitive advantages packagePrincipal AccountabilitiesDeliver a superior client experience by assisting clients and SOIs, earning their trust by responding to requests and questions in a timely manner.Drive and take ownership of the onboarding process to ensure a seamless and positive start to the client relationship.To communicate and work with Portfolio Managers and Associates to resolve any critical issues.To assist in the production, mailing and tracking of quarterly reports and other marketing materials.To administer client Registered Plan contributions, payments, transfers and withdrawals.Maintain all pending plan transfers to ensure proper settlement and delivery.Utilize contact management system for daily task management and client record-keeping.Work with internal operational teams to resolve issues that may arise and respond to client inquiries.Understand the platform of investment products and services,



enabling you to service clients.Undertakes and executes project work as directed fitting it in with own workload, to ensure that all own and project/strategic plan deliverables are met.Experience/Qualifications Preferred3+ years of related or transferable work experienceAble to communicate with clients about financial and taxation issuesExtensive Microsoft Word, Excel and Powerpoint experience including formatting, charting, importing charts and pictures.University degree or equivalentCanadian Securities CourseIn depth experience and knowledge of the administration of registered plans such as RRSPs, RRIFs, LIFs, TFSAs RESPs etc.Good judgment coupled with the ability to set clear expectations and make sound decisionsAbility to prioritise and multi-task including superior time management skillsAbility to thrive in a fast paced, high-demand environmentExcellent attention to detail including strong numeracy skillsExperienced working independently, as well as in partnership with other team membersGenus Core CompetenciesPositive and energetic approach to workFlexible, innovative and open to changeProfessional, organized, reliable and committed to quality of outputTeam oriented, respectful of others, adds to successProblem solving, sound decision making, good judgmentExcellent written and verbal communication skills#J-18808-Ljbffr

📌 Senior Client Service Associate - $65,000 - $80,000 A Year (Winnipeg)
🏢 Genus
📍 Winnipeg