Client Services Associate

Position Overview

Lambert Nemec Group has partnered with a respected and growing wealth management practice in Winnipeg to recruit an dynamic Client Services Associate who is passionate about financial services and eager to build a long-term career in the investment and insurance industry.

Key Responsibilities

• Serve as the primary point of contact for client inquiries, providing timely and professional service while determining the appropriate next steps.
• Respond to client requests, resolve inquiries, and deliver an exceptional client experience.
• Process new business applications, ensuring all documentation is complete, accurate, and submitted in a timely manner.
• Prepare client and prospect files in advance of meetings, ensuring all required information is organized and readily available.
• Monitor outstanding action items and follow through until completion.
• Maintain accurate client records and ensure databases and files remain current.
• Track client milestones and important life events to support proactive relationship management.
• Provide administrative support to the Advisor and contribute to the overall efficiency of the practice.
• Assist with scheduling, correspondence, and other administrative duties as required.

Qualifications

• Applicants must be legally entitled to work in Canada. Based in Winnipeg, Manitoba and requires full-time, in-office attendance.
• Business Administration Diploma or other post-secondary education in a related field, or an equivalent combination of education and experience.
• MFDA/AMF or RR IIROC license and Insurance.
• Previous experience processing new business, preferably within the financial services or wealth management industry.
• Proficiency with Microsoft Office (Outlook, Word, Excel, and PowerPoint).
• Strong verbal and written communication skills.
• Exceptional customer service skills with the ability to build professional relationships with clients.
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
• A proactive, solutions-focused approach and the ability to work independently.

Compensation

A compensation package will be tailored to the candidate's credentials and experience in the range of $60,000 – $80,000, benefits package, professional development and

If this sounds like the right next step in your career, we will welcome the opportunity to connect and share more about this organization and role. We thank all applicants for their interest; however, only those selected for further consideration will be contacted. All applications will be held in confidence for future opportunities.