At Fiera Capital
We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions:
What we are looking for:
Under the supervision of the Senior Investment Counsellor, the Associate is primarily responsible for providing a very high quality, personalized service to our private wealth clients and supporting portfolio management and investment management activities as well as the business development of private Investment Counsellors. As a member of the private wealth service team, the incumbent will also be asked to assist other team members in their tasks.
Your responsibilities:
Cultivate strong relationships with clients becoming the “go to” person for account specific information, which can include portfolio investment performance, providing reports and clarifications to client’s accountant and custodian, cash contributions/withdrawals, coordination with other departments (trading, billing, compliance, etc.).
Facilitate the onboarding process for new clients and the maintenance of existing client accounts and records.
Support Investment Counsellors with all on-going sales, service and communication with clients and prospects while ensuring that all reports and documents presented reflect information that is both complete and of the highest quality and are produced within the required timelines.
Collaborate with other team members in joint projects (business development, special events, process improvement, etc.)
Execute transactions requested by Investment Counsellor
Support Investment Counsellor with the preparation of Investment Policy Statement for clients
Review client statement packages for each reporting cycle
Coordinate and send compliance documents and disclosures
Record and update client contacts and other related information in the CRM system
Coordinate various administrative tasks and ensure appropriate follow up
Provide general administrative support for the Investment Counsellors
Must have requirements to be successful in this role:
Bachelor’s degree in Business Administration, Commerce or related field
Enrollment or completion of IFIC/ CSC is an asset
One (1) to five (5) years of relevant experience in a client service or portfolio administration support function
Previous experience within the financial services industry
General knowledge of the investment industry and financial markets
Exceptional interpersonal skills and customer service
Results-oriented, ability to work under pressure and manage priorities
Strong analytical skills and attention to detail
Ability to work independently but also willing to collaborate as a team
Advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
Proficiency with Salesforce would be considered an asset
Excellent verbal and written communication in English.
Associate, Private Wealth • Montreal
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