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Added 5 mins ago
WC
(CAN) Produce Stocker
Walmart Canada
Estevan, SK
- Full-time
Follows food safety, sanitation, and cold chain procedures, including temperature checks, thermometer use, proper food handling, and compliance with sell by and expiration dates.
Added 6 mins ago
SH
Transport Service Associate
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Newmarket, ON · Southlake Health
- Part-time
Added 20 mins ago
B
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Added 21 mins ago
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Toronto, ON · Greater Toronto Area, ON
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…currently accepting applications for the position of District Sales Associate. Reporting to the Manager, District Sales Associates, the successful candidate’s primary responsibility is to…
Added 21 mins ago
MF
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TH
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Added 2 hours ago
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Added 2 hours ago
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The Research Centre in the Faculty of Social Work invites applications for a Research Associate. This Recurring Part-time position is for approximately 5 months (based on length of grant…
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Merchandiser, Hourly Part Time Day
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Toronto, ON
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Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 3 hours ago
LC
Merchandiser, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 3 hours ago
LC
Merchandiser, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 3 hours ago
LC
Merchandiser, Hourly Part Time Day
Loblaw Companies Limited
Toronto, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…

BCV Asset Management Inc.

Client Service Associate

Winnipeg, MB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 1, 2026
Posting language: English
Posted: Oct 2, 2026

Original job description

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.

Role and Responsibilities:

· 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.

· Creating and maintaining electronic and paper client files by scanning client paperwork and filing hardcopy per firm standards.

· 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.

Critical Knowledge, Skills, and Abilities:

· Friendly, personable, and positive with a penchant for a high level of client service.

· Culture accelerator, exceptional communication and interpersonal skills.

· Love of problem solving and resourcefulness.

· Ability to take initiative and work independently as well as in a team environment.

· Ability to meet deadlines without compromising efficiency, accuracy, and attention to detail.

· Tech savviness and proficiency in Microsoft Office.

· Related work experience in the financial services industry is desired, but not required.

Educational Requirement:

· Post-secondary education is an asset.

Just the start of what BCV offers:

· Financial Wellness: Highly competitive compensation, profit sharing, and pension plan.

· Health & Balance: A comprehensive suite of Health, Wellness & Flexible benefits.

· Career Growth: Strong educational support and professional development.

· A Taste of the Good Life: Yes, we have a weekly in-house chef! And much more.

Not checking every box?

Sound like the job for you, but you don’t think you have what it takes on paper? Reach out to us anyway!

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. Please submit your resume and cover letter in confidence to careers@bcvfinancial.com

If you require accommodation for the recruitment process, please let us know when you submit your application.

We sincerely appreciate your interest and thank all applicants, however, only those selected for an interview will be contacted.

Apply About employer

More about this job

Responsibilities

Respond to client and referring-agent enquiries, process account documentation and openings, and support quarterly statements and annual reporting. Maintain accurate electronic and paper client files and update client records in the firm's CRM and portfolio management systems.

Requirements

The role calls for strong client-service, communication, problem-solving, and interpersonal skills, along with initiative and the ability to work independently or as part of a team. Candidates should be accurate, deadline-oriented, and proficient with Microsoft Office; financial-services experience is desired but not required, and post-secondary education is an asset.

Skills

Client Service
Client Administration
Account Processing
Account Opening
Compliance Documentation
Client Communication
Problem Solving
Resourcefulness
Initiative
Teamwork
Time Management
Attention To Detail
Microsoft Office
Recordkeeping
Account Reconciliation

Benefits

Profit Sharing
Pension Plan
Health Benefits
Wellness Benefits
Flexible Benefits
Educational Support
Professional Development
Weekly In-House Chef

Visa sponsorship

Not detected in the job text

Keywords

Investment Management
Portfolio Management
High-Net-Worth Clients
Institutional Investors
Client Service
Client Administration
Account Setup
Account Opening
Compliance
Account Transfers
Recurring Payments
Online Account Access
Daily Reconciliation
Client Statements
Annual Client Reporting
Client Records
Electronic Filing
Paper Filing
CRM
Engage
Portfolio Management System
Ndex
Microsoft Office
Financial Services
Client Documentation

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