Our client, a family office, requires a Client Service Manager to join their team. The Client Service Manager plays a key role in delivering a high-touch client experience and supporting relationship management for institutional and/or high-net worth clients. This position sits at the intersection of client service, operations, and investment teams, ensuring accurate reporting, timely communication, and seamless execution across the client lifecycle.
The ideal candidate is detail-oriented, client-focused, and eager to build a career in investment management within a collaborative, entrepreneurial environment.
Responsibilities :
- Client Onboarding Experience – working closely with the Business Development and Investment teams, manage the account opening and transfer process, including new client account forms, investment management agreements, opening of custodial accounts and interfacing with transferring institutions, and providing clear and concise timetables and aligning expectations
- Account Maintenance – facilitate ongoing client transactions, including securities and cash transfers, subscriptions and redemptions and quarterly billing
- Prepare materials for client meetings, reviews, and due diligence requests
- Reporting and Data Management
- Platform Maintenance – assist with custodial relationships and portfolio management platform, including quarterly statement execution and performance reporting
- Ensure accuracy and consistency of client data across internal systems and reporting platforms
- Assist with ad hoc client analyses and customized reporting requests
- Operations and Cross Functional Coordination
- Liaise with operations, compliance, trading, and external service providers to resolve client-related issues
- Coordinate technological enhancements to deliver straight-through processing and the optimal client experience.
Qualifications:
- Bachelor’s degree, preferably in finance or related field
- 3-5 years’ experience in a client management and operational role in financial services including strong level of familiarity with onboarding and custody accounts
- High degree of comfort and interest in technology and process enhancement
- Ability to excel in a fast paced, entrepreneurial environment
- Strong communication skills, organizational skills and attention to detail
- Strong analytical and critical thinking skills
- Drive to provide excellent client service to both internal and external stakeholders (role will be mainly internally focused but has some client facing elements)
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
Familiarity with CRM systems a plus
Reports to the head of Client Relationship Team
+1 (416) 923-4397