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Client associate Jobs in Toronto, ON

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Client associate • toronto on

Last updated: 2 hours ago

Associate, Client Service (18-month contrat)

Fiera Capital CorporationToronto
Full-time

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:.Your Inclusive ... Show more

Administrator - Client Banking

Laurentian BankToronto, Ontario, Canada
Full-time

Founded in Montreal in 1846, Laurentian Bank is committed to serving its customers and fostering deep relationships with specialized groups.Laurentian Bank runs operations across Canada – pri... Show more

Client Strategy Executive

Global Payments Canada GPTORONTO, ONTARIO, CANADA
CA$80,000.00 yearly
Full-time

Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services.Our worldw... Show more

Junior Associate Director, Nexus, Client Delivery

MUFG Investor ServicesToronto, ON, CA
Full-time

MUFG Investor Services provides asset servicing solutions to the global investment management industry.Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the wo... Show more

 • New!

VP, Client Engagement

William Thomas DigitalToronto, Ontario, Canada
Full-time

William Thomas Digital (WTD) is seeking a bold, experienced, and client-obsessed leader to join our growing agency as.In this role, you'll be at the forefront of shaping how some of North America's... Show more

Client Advisor

James Perse Los AngelesToronto, ON, CA
Full-time
Quick Apply

WE ARE CURRENTLY HIRING A FULL TIME CLIENT ADVISOR FOR OUR ROSEDALE LOCATION OBJECTIVE OF THE POSITION The Client Advisor is responsible for achieving all objectives set forth by the company.They a... Show more

Private Client Associate

Harbourfront Wealth ManagementToronto, Ontario, USA
CA$65,000.00 yearly
Full-time

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management.We are a fast-growing wealth management firm with over $16 billion in assets under administ... Show more

Client Success Manager

WELLSTARToronto, ON, CA
CA$65,000.00 yearly
Full-time
Quick Apply

Who we are At WELLSTAR, we are committed to reshaping Canadian healthcare by leveraging technology to address the administrative burdens that pull physicians away from their true calling—pati... Show more

Client Success Manager

TriviumToronto, ON, CA
Remote
Full-time
Quick Apply

Remote · Eastern Time Zone · Full-time · 9am–6pm ET.This is not a check-in-with-clients-once-a-week seat.We're not looking for someone to send a monthly report and call it account management.We're ... Show more

Client Success Manager

Bask HealthToronto, CA
Remote
Full-time
Quick Apply

Bask is the best telehealth platform on the market.Our mission is to empower entrepreneurs and businesses to launch a DTC telemedicine company quickly and easily, abstracting away the complexities ... Show more

PIA Client Relationship Associate

The Toronto-Dominion Bank (Canada)Ontario,Toronto, Wellington Street West,TD Tower,TD Centre
Full-time

Are you admired for your attention to detail, exacting standards and willingness to help others deliver an outstanding customer experience to our high value clients? If so, then apply for the posit... Show more

Associate Client Manager, Retail

NielsenIQToronto, Ontario, Canada
Full-time

This posting is for a current vacancy.Candidates must be currently located in the Greater Toronto area (GTA) and be able to work on-site at the Retailer location on a regular weekly basis.NielsenIQ... Show more

Associate Director, Mid-Market Leveraged Finance, Corporate Client Group

0000050007 Royal Bank of CanadaTORONTO, Ontario, Canada
Full-time

Reporting into a Senior Director, you will support the Mid-Market Leveraged Finance (MMLF) team in realization of the Corporate Client Group’s (CCG) objectives through the structuring, delivery and... Show more

Client Trainer

BoldrToronto, ON, CA
Full-time
Quick Apply

Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities worldwide.We are a global team, united by ... Show more

Senior Associate (m/f/d) Equity Index Client Operations

Solactive AGToronto, CA
Full-time

Since its foundation in 2007, Solactive AG has evolved into one of the world’s most important and fastest-growing index providers.From our headquarters in Frankfurt, we power global investment prod... Show more

Associate Director, Mid-Market Leveraged Finance, Corporate Client Group

Royal Bank of Canada>TORONTO, Canada
Full-time

Reporting into a Senior Director, you will support the Mid-Market Leveraged Finance (MMLF) team in realization of the Corporate Client Group’s (CCG) objectives through the structuring, delivery and... Show more

Client Advocacy Operations

Randstad CanadaToronto, Ontario, CA
CA$31.70 hourly
Full-time +1
Quick Apply

The Client Advocacy Operations role supports the Client Advocacy team by executing high-volume, operational work across sales references that support accelerating sales cycles, AI-assisted advocacy... Show more

Client Care Supervisor

SPRINT Senior CareYork, Ontario, Canada
CA$35.73 hourly
Full-time +1
Quick Apply

We began caring for seniors and enabling seniors to care for themselves in 1983.We continue to do so today as an accredited, not-for-profit community support service agency in Toronto by offering a... Show more

Client Services Associate

TransPerfectToronto, ON, CA
Full-time

Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow ... Show more

Client Service Specialist

0000050471 RBC Europe LimitedToronto, Ontario
Full-time

We have an exciting opportunity to join our team in London as a Client Services Specialist.Since RBC acquired Brewin Dolphin in 2022, there has been great effort placed into helping clients take ad... Show more

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Associate, Client Service (18-month contrat)

Associate, Client Service (18-month contrat)

Fiera Capital CorporationToronto
30+ days ago
Job type
  • Full-time
Job description

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:

  • Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment.
  • Your Growth & Empowerment: We have ambitious growth goals for our firm, which makes us a great place to advance your career.
  • Your Rewards & Recognition: We deeply value our people and their contributions and that’s reflected in our competitive compensation and benefits packages and our collaborative culture.
  • Your Wellness Your Way: We strive to create a healthy work environment and we offer programs designed to support our employees’ wellbeing.

What we are looking for:

Working with a team of Client Service Associates and reporting to the Supervisor, Client Experience, you will assist the Institutional Client Managers in the administrative, client support and business development activities for Fiera's institutional clients.


Your responsibilities:

  • Maintain detailed knowledge on the specific characteristics and features of the various portfolios for which the Institutional Client Manager is responsible, with a view to responding promptly to any client requests for data (e.g. returns/products/strategies/transactions/administration), including liability-driven investments and private market strategies;
  • Oversee the opening of new accounts by coordinating the implementation of new portfolios with the relevant departments (portfolio administration, compliance, portfolio managers, performance);
  • Facilitate modifications in investment policies for each account (update appropriate systems, advise and follow-up with the Compliance department);
  • Coordinate effective cash management activities (cash inflows/outflows) with appropriate internal departments;
  • Record and update client contacts and other related information in appropriate CRM system;
  • Review and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely manner once approval has been obtained by the Institutional Client Manager;
  • Ensure that all documents presented to clients (quarterly meetings or ad hoc requests) reflect information that is both complete and of the highest quality, and are produced within the required timelines;
  • Build presentations and prepare documents for quarterly client meetings as required;
  • Collaborate with other members of the Institutional Markets team on common projects (special events, process enhancements, etc.); and provide back-up to other Client Service Associates when necessary.

Must have requirements to be successful in this role:

  • Bachelor’s degree in Business Administration or related field is ideal, however we will consider a mix of academic and relevant practical experience;
  • Experience providing client service support to institutional clients within the financial services industry is preferred;
  • Enrolment or completion of CSC is an asset;
  • Familiarity with investment portfolios and products;
  • A proven client service outlook and sound judgment;
  • Ability to handle multiple tasks while maintaining high degree of accuracy and attention to detail;
  • Autonomous, innovative, proactive and sense of urgency;
  • Effective communication skills in English, fluency in French would be an asset;
  • Strong knowledge of Microsoft Windows (PowerPoint, Excel, Word, Outlook);
  • Knowledge of CRM systems is an asset;