Client Services Associate

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An established, dynamic investment management firm in downtown Toronto seeks a Client Services Associate for its growing 18‑person organization. The successful candidate will collaborate closely with senior management, portfolio managers, and client service staff to coordinate and administer client requests and deliverables. This is a unique opportunity for a proactive and experienced individual to become a key member of an entrepreneurial, independent, and client‑centric multi‑Family Office that values and rewards strong contributors.

Requirements

• A university degree is required ; a business degree is preferred.
• A minimum of four years of direct experience in a regulated investment or financial planning environment is required.
• A minimum of two years of hands‑on experience working with National Bank Independent Network’s platform and processes is required.
• Holding the Canadian Securities Course credential is required.
• Advanced proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook, Teams) and Adobe Acrobat is expected.
• Familiarity with CSA‑regulated portfolio management operations including AML requirements is beneficial.

Personal Attributes

Position Summary

The Client Services Associate will primarily report to the Vice President of Wealth Management and will collaborate with members of the firm’s Client Service Group and Portfolio Management Group.

Main Responsibilities

Other

Seniority Level

Employment Type

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