Client Services Associate

Horizon Recruitment Inc. is representing a global financial brand recruiting a highly motivated individual to join their back office team as an Client Services Associate .

This position is ideal for someone with excellent analytical and communication skills who thrives in an environment that rewards individual performance and initiative.

The successful candidate can look forward to a career that allows them to work both independently and in a collaborative team setting to effect meaningful change.

Individuals who will excel at our client have a sense of purpose, take initiative and pursue excellence with a vigor. They flourish within a flat and entrepreneurial structure that emphasizes contribution over seniority.

This role will be focused on providing exceptional, world-class servicing to a global client base of institutional and retail investors.

The team’s purpose is to leave a positive and lasting impression on clients that compels them to remain invested over the long term.

New members to the team will be joining at a unique and critical time. The global firm has identified Canada as a top priority and as our client is expecting significant growth.

Responsibilities :

• Overseeing the operations of third parties (transfer agent, registrar, and Know-Your-Client / Anti-Money Laundering functions) and mirroring their processes for quality assurance purposes.
• Effectively using proprietary tools and resources to own key responsibilities during dealing days of funds, such as verifying client transactions and validating client sensitive information.
• Working closely with the global operations teams and other business units, and effectively communicating relevant information.
• Proactively responding to client and stakeholder queries
• Opportunity to take on greater responsibility in managing projects to develop pragmatic improvements and innovative solutions to business processes by working closely with information technology teams.

Requirements :

• Undergraduate degree with a strong academic record from a top tier university
• 1 2 years of professional experience (e.g., co-op work placement, or post-graduation work) with a proven track record of success
• Prior experience in financial services is not mandatory; however, a keen interest in the investment industry is an asset
• Completion of the Chartered Financial Analyst (CFA) or Chartered Professional Accountant (CPA) program is not mandatory, but an asset
• Excellent written and oral communication skills with the maturity to articulate oneself clearly and confidently
• Strong analytical and investigative skills accompanied with the ability to think independently and critically
• Outstanding interpersonal skills
• High level of accuracy and attention to detail
• Ability to thrive in a challenging (at times, unstructured) work environment
• High standards of personal integrity and ability to maintain confidential information

Remuneration :

$60,000-$70,000 depending on experience.

Only candidates eligible to work in Canada will be considered

Horizon Recruitment Inc. is a specialized recruitment and search firm with two complimentary practice areas : Finance & Supply Chain.