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Client Services Manager

  • Permanent
  • Date Posted: May 6, 2026
  • Salary: 100k

Our client is a specialized wealth management firm helping individuals and families navigate the financial complexities of living, working, or relocating between Canada and the United States. The firm provides integrated cross-border financial planning, tax planning/preparation, and investment management designed to simplify complex financial situations, and help clients make informed decisions with confidence.

The work involves supporting clients with financial lives that span multiple countries, requiring careful coordination, accuracy, and a consistent high standard of client service.

Responsibilities :

Client Onboarding and Account Administration

  • Manage the end-to-end client onboarding process, including new and existing client set-up, document collection, account opening, and transfer management..
  • Prepare and send welcome communications, account details and onboarding packages to new clients.
  • Ensure account opening and maintenance documentation is complete, accurate, and compliant prior to processing.
  • Coordinate and track electronic and physical client signature requirements for account documentation, following up with clients to ensure required documents are completed and returned in a timely manner.
  • Work with clients, advisors and internal teams to resolve onboarding issues and ensure timely account set-up and funding.
  • Coordinate documentation requirements with clients, custodians and internal team members.
  • Track onboarding progress against internal SLAs and escalate delays or issues as appropriate.
  • Proactively monitor workflows across multiple custodial partners in Canada and the USA.
  • Work with account trading team to process day to day account servicing requests, including cash movements, wires, transfers, contributions, withdrawals, and account maintenance changes.
  • Investigate and resolve basic client queries, escalating complex issues when necessary.

Documentation and Compliance Oversight

  • Maintain accurate client documentation records and ensure files remain compliant with firm and regulatory requirements.
  • Track and coordinate ongoing documentation requirements including periodic KYC updates, client information updates, and other regulatory documentation.
  • Monitor outstanding documentation and signature requirements and follow up with advisors or clients to ensure records remain current.
  • Support the firm’s documentation standards and internal processes to maintain a high level of operational accuracy.
  • Regularly review client records to identify missing, expired or outdated documentation and proactively work with the advisory team to obtain updates from clients.

 

Qualifications:

The Client Services Manager plays a central role in supporting the firm’s cross-border wealth management practice by managing client documentation, onboarding processes, and operational workflows. This role ensures that client accounts are opened and maintained accurately, regulatory documentation and KYC requirements remain current, and advisors and internal team members are coordinated to deliver a seamless client experience.

Working in a technology-enabled remote environment, the successful candidate will demonstrate exceptional attention to detail, strong workflow management skills, and the ability to coordinate complex client service activities involving multiple team members and custodial partners. The role requires someone who takes ownership of processes and ensures that important details are managed carefully from start to completion.

This position is best suited to an individual with prior experience supporting advisors in a professional wealth management or financial planning environment who is comfortable managing multiple client service workflows independently.

The ideal candidate takes pride in maintaining well-organized client records, structured workflows, and reliable operational processes that support both advisors and clients.

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TDS Personnel is an equal opportunity employer committed to fostering an inclusive and accessible workplace in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). Accommodations are available upon request for candidates participating in all stages of the recruitment and selection process.

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