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Client Experience Associate

  • Permanent
  • Date Posted: July 14, 2026
  • Salary: 75-125k

Our client within investment management requires a Client Experience Associate to join their team. As a Client Experience Associate, you’ll be a go-to support for the team, helping ensure everything runs seamlessly for clients and internal operations. You’ll play a key role in creating efficiencies, delivering exceptional service, and keeping things organized behind the scenes.

Responsibilities :

Client Service Support:

  • Act as a friendly & knowledgeable point of contact for clients, ensuring their needs are met promptly.
  • Coordinate and complete follow-up actions with clients, keeping communication clear and professional.
  • Support Portfolio Managers by handling client inquiries, managing team projects, and communicating updates to ensure everyone stays informed and aligned.
  • Execute trading instructions as directed by the portfolio manager or upon client request.

    Operational Excellence:

  • Streamline processes by identifying efficiencies and tackling administrative tasks: preparing documents, updating records and supporting client file management.
  • Ensure client account information stays up-to-date, accurate, and compliant.
  • Proactively identify opportunities to improve operations — whether it’s refining a process or automating a task.

    Team Support:

  • Be a key member that keeps the team moving forward, supporting Portfolio Managers & Relationship Managers in achieving business goals.
  • Work independently but collaborate when it counts, ensuring the team can focus on what they do best.

Qualifications:

  • A bachelor’s degree in business, finance, or related fields is ideal, but equivalent experience will be given consideration.
  • 5+ years in an administrative or client-support role, ideally in financial services, wealth management, or a similar environment.
  • Experience in financial planning is an asset.
  • Registered with CIRO as an Investment Representative (IR) or Registered Representative (RR) or meets the requirements to register.
  • Comfortable with tools like Microsoft Office (Word, Excel, Outlook, Teams) and learning other systems.
  • Experience with Salesforce or Croesus is an asset.
  • Demonstrate a commitment to ethical conduct and integrity ensuring all client interactions are handled with professionalism and trustworthiness.
  • Bring an excellent attitude and a dedication to extraordinary service, consistently exceeding expectations.
  • Excel in interpersonal and relationship-building skills, communicating effectively and collaborating seamlessly across various mediums, whether in person, over the phone, or virtually.
  • Showcase exceptional problem-solving abilities, tackling challenges with creativity and confidence.
  • Maintain strong organizational skills, keeping tasks and priorities in order to drive efficiency.
  • Excel in dynamic environments and adapt to change with ease, managing a high volume of competing priorities while maintaining focus.
  • Exhibit critical thinking and outstanding communication skills, both written and verbal, to deliver clear and impactful messages.

 

To apply, upload your resume and complete the required information in the “Apply For The Job” section located to the right of the posting. Alternatively, quote the position title and email your resume to: Beth; b.title@tdspersonnel.com

 

 

Apply For The Job

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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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