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:
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. Our day-to-day is conducted in both English and French, to reflect the needs of our client base.
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 LDI and alternative products 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 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;
2-3 years of relevant experience, ideally in institutional client support within the financial services sector.
Enrolment or completion of CSC is an asset;
Because of our bilingual client base, command of both English and French is a must;
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;
Strong knowledge of Microsoft Windows (PowerPoint, Excel, Word, Outlook).
Client Service Associate (12-month Contract) • Montreal
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