Overview
Client Operations Associate Jobs in Winnipeg, Canada at Lambert Nemec Group
Position Overview
Lambert Nemec Group, Winnipeg’s premier Permanent Recruitment firm, is partnering with a well-established financial services organization to identify an Executive Client Services Associate. The successful candidate will thrive in a professional and collaborative environment, managing client communications, administrative coordination, and supporting financial documentation within the investment and insurance space.
Responsibilities
- This is an Executive assistant role reporting to the President while supporting client services for a financial services firm.
- Act as a key point of contact for clients, responding to inquiries and ensuring a high level of professional service.
- Support the President with day‑to‑day administrative coordination, including calendar management and meeting scheduling.
- Prepare, review, and organize client documentation related to investment portfolios, insurance policies, and financial reporting.
- Assist with preparing presentations, reports, and correspondence for clients and internal stakeholders.
- Maintain accurate and confidential client records, ensuring compliance with privacy and regulatory requirements.
- Support financial administrative processes including expense tracking, invoice coordination, and documentation management.
- Coordinate meetings, client communications, and follow‑ups to ensure a seamless client experience.
- Conduct research on financial products, market trends, and industry updates to support internal decision‑making.
- Collaborate with internal team members and external partners to support efficient office and client operations.
- Assist with special projects and administrative initiatives as assigned.
Requirements
- Minimum 5-10 years of experience in an executive assistant, client service, or financial services support role.
- Strong written and verbal communication skills with a client‑focused approach.
- High level of professionalism and discretion when handling confidential information.
- Excellent organizational and time‑management skills with the ability to manage multiple priorities.
- Proficiency with Salesforce and Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
- Previous experience supporting investment, wealth management, or insurance services is considered a strong asset.
- Self‑motivated, detail‑oriented, and able to work both independently and collaboratively.
Rewards
- Salary range between $60,000 to $80,000 – based on industry experience and qualifications.
- Comprehensive benefits package including health coverage and RSP matching.
- Supportive and collaborative work environment.
- Opportunity to work closely with senior leadership in an established Manitoba organization.
- Flexible work‑life balance.
- Opportunity to pursue and obtain professional financial services licensing.
To Apply
If you are interested in this opportunity, please forward your resume (Word format) directly to Daniela Herrera, Recruitment Coordinator – People & Culture at , referencing “Executive Client Services Associate” in the subject line. To view additional opportunities currently available, please visit:
We thank all applicants in advance; however, only those individuals whose qualifications most closely match our client’s requirements will be contacted. All other resumes will be kept on file for future consideration.
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Title: Client Operations Associate
Company: Lambert Nemec Group
Location: Winnipeg, Canada
Category: