Investor Services Associate Role in Winnipeg

Elevate your career with Apex Group as an Investor Services Associate in Winnipeg, providing top-tier customer service and transaction management in a full-time, on-site role.

You will be instrumental in enhancing client relationships while processing vital investment transactions and responding to various inquiries. This position requires you to analyze requests, manage timelines, and produce detailed reports for Fund Managers. Your organization and keen attention to detail are vital for thriving in this dynamic financial environment.

Key Responsibilities:
• Strengthen client relationships focused on exceptional service
• Process a range of investment transactions accurately
• Respond to inquiries from Advisors and Fund Managers timely
• Analyze complex issues, developing effective solutions
• Generate ad-hoc reports for investment analysis

Requirements:
• Associate's or Bachelor's Degree in Accounting/Finance ...