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Client Experience Associate

  • Permanent
  • Date Posted: March 25, 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 to 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 :

  • 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.
  • 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.
  • 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.

 

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

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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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