Location
toronto
Job Type
Full-time
Posted
June 08, 2026
Job Description
Join a well-established wealth management firm as a Client Service Associate. This role involves collaborative support to enhance client experiences and manage day-to-day operations.
The successful candidate will report to the Director of Operations and engage with various teams including Operations, Trading, and Client Relationship Management. This position is perfect for detail-oriented professionals eager to grow within the investment management sector while delivering exceptional service to clients.
Key Responsibilities:
• Coordinate preparation and delivery of quarterly client reports
• Manage client cash requests and maintain accurate records
• Assist with administrative inquiries and account-related issues
• Prepare client documentation, including KYC updates and IMAs
• Reconcile transactions within portfolio management systems
Requirements:
• Bachelor's degree in Business, Finance, or related field
• 5+ years in client service or operations roles
The successful candidate will report to the Director of Operations and engage with various teams including Operations, Trading, and Client Relationship Management. This position is perfect for detail-oriented professionals eager to grow within the investment management sector while delivering exceptional service to clients.
Key Responsibilities:
• Coordinate preparation and delivery of quarterly client reports
• Manage client cash requests and maintain accurate records
• Assist with administrative inquiries and account-related issues
• Prepare client documentation, including KYC updates and IMAs
• Reconcile transactions within portfolio management systems
Requirements:
• Bachelor's degree in Business, Finance, or related field
• 5+ years in client service or operations roles
Ready to Apply?
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