Private Client Service Associate

Job Description:

Our client within investment management requires a Private Client Service Associate to join their team. This role will support a Portfolio Manager and the team in delivering exceptional service to high-net-worth and high-profile clients. This role combines relationship management support, portfolio administration, operational execution, and scheduling within a collaborative team environment. The ideal candidate will demonstrate strong attention to detail, professionalism, and a client-first mindset.

Responsibilities:

• Manage the full lifecycle of client account documentation, onboarding, transfers, and ongoing updates
• Process account-related transactions, including cheques, wires, contributions, and disbursements
• Maintain accurate client records and documentation in CRM systems
• Liaise with internal departments to ensure seamless execution and compliance
• Prepare daily, quarterly, and annual client reporting packages, ensuring accuracy and timeliness
• Manage complex scheduling and meeting coordination for the Private Client Principal
• Collaborate with other Private Client team members to ensure team coverage and operational continuity
• Support recurring operational tasks and adapt flexibly to business needs, including peak periods

Qualifications:

• Minimum 5 years of experience in the investment industry as a Private Client Associate or similar role
• IIROC Registered Representative (RR) designation required
• Bachelor’s degree required
• Canadian Securities Course (CSC®) completed; PFP® or CFP designation an asset
• In-depth knowledge of private client investment products and account procedures
• Proficient in Microsoft Office (Excel, PowerPoint, Word), Outlook, CRM, and portfolio management systems (experience with D1g1t or ISM is an asset)
• Personable, discreet, and experienced in working with high-net-worth and high-profile clients
• Strong attention to detail, organizational skills, and ability to multitask effectively
• Highly dependable, self-motivated, and able to work independently
• Willingness to provide operational flexibility and team coverage when required

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.