Talent.com
Fiera Capital Corporation
Client Service Associate (12-month Contract)Fiera Capital Corporation • Montreal
Client Service Associate (12-month Contract)

Client Service Associate (12-month Contract)

Fiera Capital Corporation • Montreal
27 days ago
Job type
  • Full-time
  • Temporary
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. 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).

Create a job alert for this search

Client Service Associate (12-month Contract) • Montreal

Similar jobs

Associate/Senior Associate, Transaction Services

BDO CanadaMontreal (administrative region), QC, CA
Full-time

Putting people first, every day.BDO is a firm built on a foundation of positive relationships with our people and our clients.Each day, our professionals provide exceptional service, helping client... Show more

 • Promoted

Conseiller financier - montréal (pointe-claire)

Financière Sun Lifemontréal (pointe-claire), montréal (pointe-claire), ca
Full-time

Excellente opportunité de représenter la compagnie de services financiers la plus digne de confiance au Canada.Offrir services, conseils et produits financiers aux clients.Formation et coaching hor... Show more

 • Promoted

Préposé service client

Filgo dépanneursSainte-Julienne, QC, CA
Full-time

Être préposé au service à la clientèle chez Filgo, c’est un emploi diversifié où chaque journée est unique.Nous propulsons ta débrouillardise en te lançant des défis quotidiens ! Ta mission : offri... Show more

 • Promoted

Client-Focused Trust Associate Role

Scotia Wealth ManagementMontreal (administrative region), QC, CA
Full-time

Join Scotia Wealth Management as a Trust Associate located in Montreal, Quebec.This role emphasizes delivering an exceptional client experience while supporting Trust Officers in administrative tas... Show more

 • Promoted

Associate in Contract and Vendor Governance

PowerToFlyMontreal
Full-time

Play a key role as an Associate in Contract and Vendor Governance, focusing on IT support services.Govern vendor relationships and ensure alignment with contractual obligations in a flexible, hybri... Show more

 • Promoted

Private Client Service Associate / Associé au Service à la clientèle privée

Connor, Clark & Lunn Financial Group (CC&L)Montreal (administrative region), QC, CA
Full-time

Associé au Service à la clientèle privée.Joignez‑vous à l’une des plus grandes sociétés indépendantes de services de gestion de placement discrétionnaires d’intérêt privé au Canada et aidez nos cli... Show more

 • Promoted

Associate Program - Client Service (Montreal) - June 2026

Dialectica LTDMontreal
Full-time +1

The Client Service Team is the revenue epicentre of our business.As an Associate in the CST, you will need to think quickly and critically, conduct high-level research into industries and companies... Show more

 • Promoted

Conseillers juridiques indépendants — Formule à distance et hybride (Canada)

MT>Align, a division of McCarthy Tétrault LLPsaint-esprit, qc, ca
Full-time

Ayez une meilleure maîtrise de vos heures de travail.Soyez travailleur autonome, mais travaillez avec nous!.Réseau, une division de McCarthy Tétrault S.Réseau, les candidats sélectionnés se joignen... Show more

 • Promoted

Associate for Commercial Credit Team

EQ BankMontreal (administrative region), QC, CA
Full-time

Join Equitable Bank as an Associate in the Commercial Credit Team, focusing on document management and compliance in Montreal or Toronto.Strengthen banking solutions while collaborating with underw... Show more

 • Promoted

Courtier en assurance de dommages des entreprises - Développement des affaires - montréal

DIANE EGAN LANGEVIN EMPLOI RECRUTEMENT ET ASSOCIÉS INC.montréal (westmount), montréal (westmount), ca
Full-time +1

Tu as la fibre de développement des affaires et tu es un courtier en assurance de dommages entreprise, bien on te recherche !.Ton bureau sera pour une des succursales Montréal centre-ville ou nord-... Show more

 • Promoted

Associate, Client Services

Canaccord Genuity Group Inc.Montreal (administrative region), QC, CA
Full-time

We are looking for a detail‑oriented candidate with outstanding communication skills to join our CG Direct client‑service team.The role requires curiosity, efficiency, prioritization, and a passion... Show more

 • Promoted

Associés au service à la clientèle - Village Des Valeurs

Village Des Valeursmontréal (dollard-des-ormeaux), montréal (dollard-des-ormeaux), ca
Full-time +1

Associés au service à la clientèle.Village des Valeurs fait partie de la famille de magasins Savers.Nous sommes un détaillant mondial à but lucratif d’articles d’occasions, offrant des vêtements, a... Show more

 • Promoted

Remote Private Equity Associate ($100/hr) - saint-esprit

Turingsaint-esprit, qc, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Client Servicing Associate

MercerMontreal, Montreal (administrative region), CA
Full-time

We are seeking a talented individual to join our Wealth team at Mercer.This role will be based in Toronto or Montreal and is a hybrid role requiring at least three days a week in the office.Maintai... Show more

 • Promoted

Senior Associate, Deposit and Payment Operations (Montreal)

BMO FinancialMontreal (administrative region), QC, CA
Full-time

Provide day‑to‑day delivery of critical processes, administration and servicing activities related to retail and commercial deposits and payments.Execute payments, transactions, service requests, a... Show more

 • Promoted

Remote Banking Client Services Associate

National Bank of CanadaMontreal (administrative region), QC, CA
Remote
Full-time

A leading financial institution in Montreal is seeking an Associate for their Exclusive Remote Advisory Service team.In this role, you will support clients by providing top-quality customer service... Show more

 • Promoted

Client Onboarding Associate at State Street

State StreetMontreal (administrative region), QC, CA
Full-time

Take on the role of Client Onboarding Associate at State Street, focusing on new client integration and trade capture functionalities.Be instrumental in ensuring smooth onboarding experiences.As pa... Show more

 • Promoted

Associés au service à la clientèle

Village Des ValeursDollard-Des Ormeaux, QC, CA
Full-time +1

Associés au service à la clientèle.Village des Valeurs fait partie de la famille de magasins Savers.Nous sommes un détaillant mondial à but lucratif d’articles d’occasions, offrant des vêtements, a... Show more

 • Promoted

Remote Private Equity Associate ($100/hr) - Turing

Turingsaint-esprit, qc, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Conseillers juridiques indépendants — Formule à distance et hybride (Canada) - MT>Align, a division

MT>Align, a division of McCarthy Tétrault LLPsaint-esprit, qc, ca
Full-time

Ayez une meilleure maîtrise de vos heures de travail.Soyez travailleur autonome, mais travaillez avec nous!.Réseau, une division de McCarthy Tétrault S.Réseau, les candidats sélectionnés se joignen... Show more