BCV Asset Management Inc. provides portfolio management services to high-net-worth families, corporations, and institutional investors. We are a growing investment firm, based in Winnipeg, that completed its twentieth year of business in 2026 and that manages over $7 billion in client assets. Our firm's award-winning culture reflects our commitment to investment strategy, excellence in client service, and long-term business relationships.

As an integral member of our dynamic operations team, our Client Service Associates support the full scope of client administration within the firm. Reporting to the Director of Client Service and Administration, we are currently looking to welcome new associates across three specialized operational areas: The Prep Team: Manages the setup and coordination of new and existing accounts. In this track, associates connect with advisors and Portfolio Managers to ensure all documentation is properly completed to meet compliance requirements.

The Submits Team: Opens client accounts once documentation is completed by the Prep Team. Associates in this area set up online access, establish recurring payments, and submit transfers for new accounts.

The Activities Team: Manages the in-and-outflows of the accounts. This team performs daily reconciliations to ensure proper processing and reviews debits to meet tight timelines.



Responding in a timely manner to client & referring agent enquiries and requests for information.

Account processing, including preparing, reviewing, and submitting all required account opening forms. Support for production of quarterly client statements and annual client reporting. Updating all client records on firm systems, including the firm's CRM (Engage) and Portfolio Management System (Ndex).

Additional responsibilities and special project work as the role grows and evolves. Friendly, personable, and positive with a penchant for a high level of client service. Tech savviness and proficiency in Microsoft Office.

Related work experience in the financial services industry is desired, but not required. Post-secondary education is an asset.

Financial Wellness: Highly competitive compensation, profit sharing, and pension plan. A comprehensive suite of Health, Wellness & Flexible benefits.

Career Growth: Strong educational support and professional development.

A Taste of the Valuable Life: Yes, we have a weekly in-house chef! We are committed to diversity and inclusion and welcome applications from all genders, all cultures, persons with disabilities, and persons of all sexual orientations. If you possess the above skills and traits, and desire to grow and make a difference with our amazing local company, we invite you to learn more about this exciting opportunity.

📌 Part Time Office Service Specialist (Winnipeg)
🏢 BCV Asset Management
📍 Winnipeg