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Added 4 mins ago
FS
Platform Engineer, Spa and Leisure Technologies
Four Seasons Hotels and Resorts
Toronto, ON · Four Seasons Corporate Headquarters Toronto
- Full-time
…technical subject matter expert for assigned platforms, ensuring system reliability, security, performance, scalability, and alignment with business and enterprise technology standards. The…
Added 19 mins ago
Medical Secretary - Medical Imaging Administration
Women's College Hospital
Toronto, ON
…with a focus on health for women, health equity and health system solutions. If you're ready to be part of a team that is revolutionizing the future of healthcare, then you will want to…
Added 35 mins ago
Inside Sales Representative, Dynamic
Scotiabank
Toronto, ON
Data Mine using the Diagnostic Selling Process & Populate the CRM system (OOD) with all the information retrieved during phone calls and surveys;
Added 1 hour ago
E
Financial Systems Analyst
Ecolab
Calgary, AB · CAN-Calgary Office Quarry Park
- Full-time
…decision-making and business growth. This role leads financial system enhancements, reporting automation, NetSuite optimization, and process improvement initiatives while partnering with…
Added 1 hour ago
General Manager - DoubleTree by Hilton West Kelowna
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…Luckily our company has shifted to a web based payroll and HR system with this as well as the Property Management system, brand web portals, Purchase Order System, and Point of Sale System…
Added 2 hours ago
SC
IT Site Manager
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Quebec, QC
- Full-time
Lead the implementation of major IT initiatives, including system upgrades, new technology deployments, facility expansions, and relocation projects.
Added 2 hours ago
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- Full-time
Interface / Input charges and payments on account files into Accounts Receivable, ensuring AR system totals match the totals validated from front end systems.
Added 2 hours ago
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RQ11431 - Specialized IT Consultant – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
…stabilization and enhancement of the Rental Offences Complaint System (ROCS), optimize case management solutions, develop portal applications, remediate defects, improve performance, and…
Added 2 hours ago
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Power Builder Developer - 29954-RFR-DTS-074
S M Software Solutions Inc
Winnipeg, MB
- Contract
Reviews system and integration testing functions.
Added 2 hours ago
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RQ11635 – Software Developer – ETL – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
The Employment Ontario Information Systems (EOIS) is the major IT system that supports the administration of these programs. Application subsystems under EOIS include Ca MS (Case Management…
Added 2 hours ago
SM
RQ11431 - Specialized IT Consultant – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
…stabilization and enhancement of the Rental Offences Complaint System (ROCS), optimize case management solutions, develop portal applications, remediate defects, improve performance, and…
Added 2 hours ago
AE
Talent Acquisition Specialist
Agnico Eagle Mines Limited
Timmins, ON
- Full-time
Lead interviews by using the targeted selection method interviewing system;
Added 2 hours ago
SM
Power Builder Developer - 29954-RFR-DTS-074
S M Software Solutions Inc
Winnipeg, MB
- Contract
Reviews system and integration testing functions.
Added 2 hours ago
SM
RQ11431 - Specialized IT Consultant – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
…stabilization and enhancement of the Rental Offences Complaint System (ROCS), optimize case management solutions, develop portal applications, remediate defects, improve performance, and…
Added 2 hours ago
SM
RQ11635 – Software Developer – ETL – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
The Employment Ontario Information Systems (EOIS) is the major IT system that supports the administration of these programs. Application subsystems under EOIS include Ca MS (Case Management…
Added 2 hours ago
SM
RQ11635 – Software Developer – ETL – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
The Employment Ontario Information Systems (EOIS) is the major IT system that supports the administration of these programs. Application subsystems under EOIS include Ca MS (Case Management…
Added 2 hours ago
SM
GOAPRDJP000001039 – Administrative Assistant – Intermediate
S M Software Solutions Inc
Calgary, AB
- Internship
Before the hearing, the AA is solely response for pre-hearing administration. During the hearing, the AA oversees the hearing recording, manages the parties assists the panel and the…
Added 2 hours ago
SM
GOAPRDJP000001039 – Administrative Assistant – Intermediate
S M Software Solutions Inc
Calgary, AB
- Internship
Before the hearing, the AA is solely response for pre-hearing administration. During the hearing, the AA oversees the hearing recording, manages the parties assists the panel and the…
Added 2 hours ago
SM
GOAPRDJP000001039 – Administrative Assistant – Intermediate
S M Software Solutions Inc
Calgary, AB
- Internship
Before the hearing, the AA is solely response for pre-hearing administration. During the hearing, the AA oversees the hearing recording, manages the parties assists the panel and the…
Added 2 hours ago
SM
GOAPRDJP000001040 – Administrative Assistant – Intermediate
S M Software Solutions Inc
AB · Edmonton, AB
- Internship
Before the hearing, the AA is solely response for pre-hearing administration. During the hearing, the AA oversees the hearing recording, manages the parties assists the panel and the…
Added 2 hours ago
C
Senior Network Administrator
CGI
Calgary, AB
- Full-time
The Senior Network Administrator is responsible for the day to day administration, monitoring, maintenance, troubleshooting, and support of enterprise network infrastructure, ensuring…
Added 2 hours ago
SM
GOAPRDJP000001040 – Administrative Assistant – Intermediate
S M Software Solutions Inc
AB · Edmonton, AB
- Internship
Before the hearing, the AA is solely response for pre-hearing administration. During the hearing, the AA oversees the hearing recording, manages the parties assists the panel and the…
Added 2 hours ago
SM
GOAPRDJP000001040 – Administrative Assistant – Intermediate
S M Software Solutions Inc
AB · Edmonton, AB
- Internship
Before the hearing, the AA is solely response for pre-hearing administration. During the hearing, the AA oversees the hearing recording, manages the parties assists the panel and the…
Added 3 hours ago
V
Outreach Worker (Term, Part Time)
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Westbank, BC
- Part-time
Provide advocacy, system navigation, and referrals to internal and external services.
Added 3 hours ago
CC
Industrial Automation Specialist
Club Coffee LP
Toronto, ON
- $85,000 to $100,000 CAD / year
- Full-time
Administer and maintain AVEVA System Platform, including HMI applications, Galaxy/Application Server objects, I/O connectivity, alarming, historian tags, runtime health, licensing, backups,…

BCV Asset Management Inc.

Client Service Associate

Winnipeg, MB, Canada

Full-time

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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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