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Associate, Client Service ManagerTDS Personnel • Toronto, Ontario
Associate, Client Service Manager

Associate, Client Service Manager

TDS Personnel • Toronto, Ontario
30+ days ago
Salary
CA$60,000.00–CA$80,000.00 yearly
Job type
  • Full-time
  • Permanent
Job description

Job Description:

Our client, a downtown investment management firm is seeking an Associate, Client Service Manager to join their team to provide exceptional service to our Institutional, Sub-Advisory, and High-Net Worth clients. The Associate will work in a collaborative client service team reporting to the Manager, Client Services.

Responsibilities:

  • Responding to client inquiries accurately and efficiently
  • Completing client reporting on a monthly, quarterly, annually, and ad hoc basis
  • Preparing presentations for client and consultant meetings
  • Processing client trades and cash flow activity
  • Maintaining detailed working knowledge of client Investment Policy Statements and Investment Management Agreements
  • Maintaining accurate client records in Satuit (CRM)
  • Implementing the Client Account Opening Process for new client accounts

Qualifications:

  • Post secondary education with a university degree or college.
  • Canadian Securities Course (CSC) or Investment Funds in Canada (IFC) course
  • A least 3 years of client servicing experience in an investment management firm
  • Ability to complete assigned tasks/presentations in a timely manner and to prioritize multiple tasks
  • Exceptional verbal and written communication skills
  • Strong attention to detail leading to high level of accuracy in all work
  • Team player able to work with colleagues in Operations, Investments, Marketing, Business Development, and other departments.
  • Excellent working knowledge of Microsoft Office products, especially PowerPoint, Word and Excel
  • Previous experience in a client servicing or equivalent role in an investment management firm who is, enthusiastic and can build strong client relationships
  • Solid working knowledge of equity and fixed income products for investment management industry
  • Investigative/inquiring nature with good problem-solving skills and able to work with minimal supervision

If you are already registered with TDS Personnel please contact your Consultant.

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.

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Associate, Client Service Manager • Toronto, Ontario

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