Posted 16 days ago
Client Service Associate
@ Aplin
Winnipeg, Manitoba
Overview
Aplin is recruiting a Client Service Associate for an investment industry client in Winnipeg. The role is full-time and permanent, with a hybrid option of 20% work from home, and handles client accounts, documentation and reconciliations.
Responsibilities:
- Prepare and follow up on new client account documentation
- Correspond with clients about accounts and inquiries
- Process deposits, withdrawals and asset transfers
- Reconcile accounts and troubleshoot discrepancies
- Maintain client databases and spreadsheets
Requirements summary:
- Administrative or client service experience supporting an advisor team or portfolio manager
- Related post-secondary education
- Proficiency with Microsoft Excel
- Strong verbal and written communication
- Ability to meet deadlines without compromising accuracy
- Investment administration experience is an asset
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · careerpage
- Employer posting date
- 2026-10-22
- First seen by our source
- 2026-10-22
- Source record updated
- 2026-10-22
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Department | Finance & accounting |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | College diploma (preferred) |
| Perks mentioned | Retirement plan, Wellness, Transit support |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Aplin
| Field | Value |
|---|---|
| Open jobs on Jobsy | 843 |
To Apply for this Job Click Here
Stacey Danley at Aplin has partnered with our client, a leader in the investment industry, to recruit an experienced Client Service Associate.
This is an excellent opportunity for a detail-oriented administrative professional who is passionate about the financial industry and thrives in a collaborative client services team. Please note this is a full-time permanent location based in Winnipeg.
Benefits and Perks:
- Competitive Salary – Based on experience
- Comprehensive Employer-Paid Benefits
- Pension Plan & Profit-Sharing
- Wellness Account & Gym Membership
- Educational Support & Professional Development
- Free Parking
- Hybrid Work Option – 20% work-from-home
Responsibilities:
- Prepare and follow up on new client account documentation
- Correspond with clients regarding their accounts and inquiries
- Process deposits, withdrawals, and asset transfers
- Reconcile accounts and troubleshoot discrepancies
- Maintain client databases and spreadsheets
- Assist with additional administrative tasks as required
Qualifications:
- Education – Related post-secondary education
- Experience – Administrative or client service experience supporting an advisor team or portfolio manager is required.
- Technical Skills – Proficiency with Microsoft Excel and other relevant technology
- Communication – Strong verbal and written communication skills
- Problem-Solving – Ability to analyze, investigate, and resolve issues efficiently
- Attention to Detail – Ability to meet deadlines without compromising accuracy
- Asset – Previous investment administration experience is an advantage
If you are a proactive and detail-oriented professional looking to grow in the financial sector, we’d love to hear from you!
David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.
To Apply for this Job Click Here
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