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Client associate • toronto on
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Client Services Associate
Altis RecruitmentToronto, Ontario (ON), CAAssociate, Client Relationship Management
Investment Management Corporation of OntarioToronto, ON, CAIA Client Service Associate
TD BankToronto, ON, CAClient Service Associate
BMOToronto, Ontario, CanadaClient Servicing Associate
Marsh McLennanToronto, Ontario, Canada- Promoted
Associate, Client Reporting
CI Financial Corp.Toronto, ON, CanadaClient Services Associate
Tacita Capital Inc.Toronto, ON, CAPrivate Client Service Associate
Connor, Clark & Lunn Private Capital Ltd. (CC&L)Toronto, ON, CAClient Services Associate
proSapientToronto, ON, CA- Promoted
Client Service Associate
BMO Financial GroupToronto, Canada- Promoted
Client Service Associate
The Successful InvestorToronto, ON, CanadaAssociate, Client Reporting
CI FinancialToronto, ON, CAAssociate, Client Experience
Cavell Risk, Inc.Toronto, ON, CAClient Service Associate
Annex Wealth ManagementToronto, ON, CAClient Service Associate
GreenShieldToronto, ON, CANational Client Group, Associate
Banque Nationale du CanadaToronto, ON, CAClient Services Associate
RHToronto, ON, CA- New!
Associate, Client Relations
RPIAToronto, Ontario (ON), CA- Halifax, NS (from $ 72,640 to $ 175,833 year)
- Longueuil, QC (from $ 161,323 to $ 171,236 year)
- Ottawa, ON (from $ 50,215 to $ 148,500 year)
- Toronto, ON (from $ 49,843 to $ 137,822 year)
- Old toronto, ON (from $ 50,000 to $ 136,258 year)
- Calgary, AB (from $ 51,000 to $ 126,411 year)
- North York, ON (from $ 43,000 to $ 121,010 year)
- Laval, QC (from $ 49,211 to $ 120,095 year)
- Markham, ON (from $ 58,750 to $ 119,294 year)
- Montreal, QC (from $ 39,000 to $ 116,462 year)
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Client Services Associate
Altis RecruitmentToronto, Ontario (ON), CA- Full-time
Client Service Associate
Location : Downtown Toronto, ON, Hybrid (initial 3 months primarily on-site for training, then 3 days per week in office)
Language : English, fluent in written and spoken communication
Background Check Requirement : Criminal, credit, and education checks required
About the Opportunity
This is a people-first opportunity to join a growing private wealth management firm that advises high-net-worth individuals and families across Canada. As a Client Service Associate, you will play a key role in ensuring clients receive thoughtful, accurate, and highly responsive service, supporting long-term relationships built on trust and consistency.
You will work closely with a collaborative client service and operations team, alongside Portfolio Managers and Relationship Managers who value professionalism, kindness, and teamwork. This is a role where your attention to detail truly matters, and where your contributions directly support both client confidence and firm-wide success.
What's in it for You
You will join a close-knit, respectful workplace that values loyalty, learning, and balance. The firm offers strong mentorship, structured training, and the chance to grow your career within a stable and well-established organization.
You can expect competitive compensation with bonus potential, comprehensive benefits, RRSP matching, and real long-term opportunities for those who thrive.
Your Responsibilities
- You'll coordinate and review quarterly client statements, ensuring timely and accurate delivery.
- In this role, you'll manage client cash requests and maintain detailed cash management records.
- You'll prepare client documentation including onboarding forms, KYCs, and ongoing account updates.
- You'll support account openings and liaise with the custodian on operational and account-related inquiries.
- You'll reconcile transactions within the portfolio management system for internal and client reporting.
- You'll assist Portfolio and Relationship Managers with meeting materials and client servicing needs.
Skills and Qualifications
Note from the Hiring Manager
"We're looking for someone who enjoys being part of a team, takes pride in doing things well, and is excited to grow with us over the long term. Attitude and curiosity matter just as much as experience here."
Why Partner with Altis
If you've never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if you're a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.