Talent.com
TDS Personnel
Associate, Client Service ManagerTDS Personnel • Toronto, Ontario
Associate, Client Service Manager

Associate, Client Service Manager

TDS Personnel • Toronto, Ontario
Il y a plus de 30 jours
Salaire
60 000,00 $CA – 80 000,00 $CA par an
Type de contrat
  • Temps plein
  • Permanent
Description de poste

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.

Créer une alerte emploi pour cette recherche

Associate, Client Service Manager • Toronto, Ontario

Offres similaires

Client Service Associate

Nicola WealthToronto, ON, CA
Temps plein

We have a lot to be proud of at Nicola Wealth.Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our... Voir plus

 • Offre sponsorisée

Senior Client Associate

MIDDLEFIELDToronto, ON, CA
Temps plein

Founded in 1979, Middlefield is an independent asset manager based in Toronto, Canada.Through a variety of investment products, we focus on delivering portfolios that are actively managed, high con... Voir plus

 • Offre sponsorisée

Global Client Services Associate

SoftekToronto, ON, CA
Temps plein

A dynamic technology firm in Toronto is seeking a Client Services Associate to join its global team.This role involves supporting clients mainly in North America, Europe, and Africa, requiring exce... Voir plus

 • Offre sponsorisée

GTM Associate, Client Services

Drive CapitalToronto, ON, CA
Temps plein

The search bar is becoming a conversation.Brands need to know how to get found by AI, and that’s what we do.Yolando is the platform that helps marketers understand and improve how AI models discove... Voir plus

 • Offre sponsorisée

Client Service Manager

Acosta Sales & MarketingToronto, ON, CA
Temps plein

Are you a relationship-builder, strategic thinker, and natural problem solver? Do you thrive in a fast-paced environment where every day brings new opportunities to grow business and shape client s... Voir plus

 • Offre sponsorisée

Senior Associate, Client Services

TalentSphere Staffing SolutionsToronto, ON, CA
Temps plein

Senior Associate - Client Services.Our client is a multi-generational advisory firm supporting the wealthy community with tax planning, estate preservation, philanthropy and succession plans.They a... Voir plus

 • Offre sponsorisée

Associate, Client Relations

RPIAToronto, ON, CA
Temps plein +1

We are currently seeking a full-time permanent Associate, Client Relations.As an Associate, Client Relations, you will be responsible for delivering high-quality service and support to Investment A... Voir plus

 • Offre sponsorisée

Client Service Associate

PBY CapitalToronto, ON, CA
Temps plein

PBY Capital was founded in 2020 to serve the specific needs of family offices, institutional clients, and other sophisticated investors.We provide access to a select set of investment strategies an... Voir plus

 • Offre sponsorisée

Associate, Client Service

WeareotherToronto, ON, CA
Temps plein +2

North American advertising industry, setting a new standard for measurable impact, transparency, and accountability for both our team and the clients we partner with.We are a privately owned, Toron... Voir plus

 • Offre sponsorisée

Client Service Associate

CI Financial Corp.Toronto, ON, CA
Temps plein

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro... Voir plus

 • Offre sponsorisée

Asset Management Client Service Associate

TwinThreadToronto, ON, CA
Temps plein

Join JP Morgan Asset Management as a Client Account Manager, a role dedicated to exceptional client service for our institutional clientele.This position blends relationship management with operati... Voir plus

 • Offre sponsorisée

Client Associate

Canadian Imperial Bank of CommerceToronto, ON, CA
Temps plein

Client AssociateApplylocations: Toronto, ONtime type: Full timeposted on: Posted Todaytime left to apply: End Date: June 3, 2026 (14 days left to apply)job requisition id: 2607777We’re bu... Voir plus

 • Offre sponsorisée

Client Service Associate

CI FinancialToronto, ON, CA
Temps plein

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro... Voir plus

 • Offre sponsorisée

Client Services Associate

Other.Toronto, ON, CA
Temps plein +2

North American advertising industry, setting a new standard for measurable impact, transparency, and accountability for both our team and the clients we partner with.We are a privately owned, Toron... Voir plus

 • Offre sponsorisée

Client Services Associate - Hybrid, Growth & Multi-Channel

DEPT®Toronto, ON, CA
Temps plein

A digital marketing agency based in Toronto is creating a talent pool for future Account Management and Client Services positions.Ideal candidates will have experience managing client relationships... Voir plus

 • Offre sponsorisée

Exceptional Client Service Associate Role

Nicola WealthToronto, ON, CA
Temps plein

Join Nicola Wealth as a Client Service Associate and empower high-net-worth clients with outstanding service.You'll play a pivotal role in the administration of registered plans and support our Adv... Voir plus

 • Offre sponsorisée

Client Services & Operations Associate

SagardToronto, ON, CA
Temps plein

Sagard is a multi-strategy alternative asset management firm active in venture capital, private equity, private credit and real estate.Sagard also engages in private wealth management through Sagar... Voir plus

 • Offre sponsorisée

Associate, Client Onboarding

Bank of MontrealToronto, ON, CA
Temps partiel

Application Deadline:Address:100 King Street WestJob Family Group:Capital Mrkts Sales & ServiceBMO Capital Markets is a leading, full-service financial services provider.We offer corporate and inve... Voir plus

 • Offre sponsorisée

Client Services & Operations Associate

Sagard Holdings Inc.Toronto, ON, CA
Temps plein

Client Services & Operations Associate page is loaded## Client Services & Operations Associatelocations: Toronto - ON - Canadatime type: Full timeposted on: Posted Todayjob requisition id: ... Voir plus

 • Offre sponsorisée

Associate, Client Onboarding

BMO Capital MarketsToronto, ON, CA
Temps plein

BMO Capital Markets is a leading, full-service financial services provider.We offer corporate and investment banking, treasury management, as well as research and advisory services to clients aroun... Voir plus