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Client Service Associate

  • Permanent
  • Date Posted: September 18, 2026
  • Salary: 75-100k

Our client, a boutique wealth management firm requires a Client Service Associate to join their team. The position will interest a candidate who is looking for a smaller team environment affording a dynamic opportunity to learn and execute the daily tasks required to successfully service clients (investors).

Responsibilities :

  • “Day to day” liaison between the firm and its clients
  • Proactively identifying client needs and offering appropriate solutions
  • Preparing account related forms to leading client onboarding and management activity – this includes opening accounts directly with the custodian
  • Managing multiple internal and external systems (including those provided by the custodian, CRM systems and others)
  • Managing client documentation and files to ensure documents are up to date and that there are no document deficiencies
  • Managing the relationship and working collaboratively with the firm’s custodian and other partners
  • Preparing meeting packages for prospects or existing clients
  • Preparing subscription documents on a monthly basis for a variety of investment fund allocations.
  • Performing tasks relating to various compliance obligations with respect to client service (AML screening, tax reporting, KYC annual updates, etc.)
  • Managing the annual “tax season” work of gathering tax slips and related information for our clients
  • Maintaining up to date knowledge on the industry (e.g., securities regulation and anti-money laundering) and company policies, products, and procedures
  • Potentially – assisting in the preparation of marketing materials, and managing the company’s website and social media activity
  • Participating in special projects and assignments
  • Demonstrating a strong code of ethics while adhering to and protecting client privacy

Qualifications:

  • Meticulous attention to detail
  • An undergraduate degree from a reputable University
  • Preferably 4+ years of professional work experience in a related role
  • Flexibility and adaptability in a dynamic, fast-paced team environment
  • High level of professionalism
  • Proficiency with MS Office (Excel, Word, PowerPoint)
  • Proficiency with CRM and other systems
  • Superior interpersonal skills with both clients and colleagues
  • Great organizational skills and a dependable nature
  • The ability to handle confidential information
  • Excellent verbal and written communication skills
  • Ability to prioritize, multitask, work within time constraints and follow-up
  • Aptitude with numbers and exceptional problem-solving skills
  • Experience with graphic design, podcast production and editing, or other related multimedia skills
  • Marketing and communication experience within a corporate environment
  • Familiarity with the Canadian regulatory environment in connection with investment accounts (accredited investor, permitted clients, various account types – individual, joint, corporate, registered accounts, IPP, ITFs, etc.)

 

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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