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Client Service Associate

  • Permanent
  • Date Posted: August 24, 2026
  • Salary: 75-90k

Our client within investment management requires a Client Service Associate to join their team. The Client Associate plays a critical role in supporting client relationships and investment operations within the firm. This position serves as a primary point of contact for client service requests and operational support for portfolio management activities. The ideal candidate is highly organized, detail-oriented, client-focused, and capable of managing multiple priorities in a fast-paced investment environment.

Responsibilities :

Client Service & Relationship Support

  • Act as a primary contact for client inquiries and service requests.
  • Respond promptly and professionally to client requests regarding account information, documentation, transactions, and general administrative matters.
  • Maintain regular communication with clients and assist in coordinating meetings, reviews, and follow-up activities.
  • Prepare and process account documentation, including account openings, updates, transfers, and client instructions.
  • Ensure client records are accurate, complete, and maintained in accordance with regulatory and company standards.
  • Assist portfolio managers, and operations managers in delivering exceptional client service.

Trading & Investment Operations

  • Prepare trade sheets and trading documentation based on portfolio manager instructions and investment strategies.
  • Review trade requests for accuracy, completeness, and compliance with internal procedures.
  • Coordinate with portfolio managers, traders, custodians, and operations teams to facilitate trade execution.
  • Verify trade details and assist with post-trade processing and reconciliation activities.
  • Monitor settlement activities and investigate and resolve trade-related discrepancies.
  • Maintain records of trade activity and supporting documentation.

Administrative & Operational Support

  • Support the onboarding of new clients and the transfer of assets.
  • Assist with the preparation of client reports, portfolio reviews, meeting materials, and presentations.
  • Maintain client databases, CRM systems, and document management systems.
  • Ensure all activities are conducted in compliance with regulatory requirements, firm policies, and industry best practices.
  • Participate in process improvement initiatives to enhance efficiency and client experience.

Qualifications:

Education

  • Bachelor’s degree in Business, Finance, Economics, Accounting, or a related discipline preferred.
  • Successful completion of the Canadian Securities Course (CSC)

 

Experience

  • 2-5 years of experience in client service, wealth management, investment management, private banking, or financial services.
  • Experience supporting investment advisors, portfolio managers, or trading operations is considered an asset.

 

Skills & Competencies

  • Strong client service orientation and relationship management skills.
  • Excellent verbal and written communication abilities.
  • High attention to detail and strong organizational skills.
  • Ability to manage multiple priorities while meeting deadlines.
  • Knowledge of investment products, securities markets, and portfolio management processes.
  • Proficiency with Microsoft Office Suite, particularly Excel and Word.
  • Experience with CRM systems, portfolio management platforms, and custodial systems is preferred.
  • Strong problem-solving skills and a proactive approach to client support.

 

 

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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