Client Operations Associate

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 f...