Private Client Associate

Salary Range: Up to $70k
Employment Type: Permanent Full-time
Job Industry : Banking and Investment Management
Job Category: Banking and Asset Management
Posted on: June 13, 2018

Midtown investment management firm requires an Associate to join their Private Client Group. The Associate will act as administrative support for high net worth clientele and the group. They will be a key client contact on administrative matters and will be responsible for providing timely and high quality service.

Key Responsibilities
• Onboard new accounts and ensure that all mandatory documentation is organized and complete
• Maintain ongoing client documentation to comply with regulatory requirements and internal compliance procedures
• Maintain client and all account-related information in the internal CRM database
• Reconcile cash balances and asset positions with custodial records
• Assist in the trading and settlement process for client accounts 
• Respond to inquiries from clients, custodians and coworkers in a timely and professional manner
• Assist the private client group in production of periodic (monthly/quarterly) and ad hoc client reports, presentations and projects
• Provide coverage for coworkers in their absence
• Perform other reasonable duties as assigned

• Post-secondary education
• At least 3 years of administrative and/or client service experience in a financial industry
• Excellent verbal and written communication skills
• Completion of CSC or IFIC course strongly preferred
• Proficiency with Microsoft Office
• Knowledge of SS&C Pacer program, preferred
• High data input accuracy and exceptional attention to detail
• Ability to prioritize tasks and work well under pressure to meet tight deadlines
• Strong personal initiative combined with excellent analytical and problem solving skills
• Team player with a positive attitude

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.


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