Client Services Associate

Full-time, Permanent


1 week ago in Accounting and Finance

Job Description:

Our client, a downtown asset management firm requires a Client Services Associate to join their team. Reporting to the VP of Operations, the role of Client Services Associate will involve working within the operations and client team to achieve daily, weekly, and monthly tasks. The ideal candidate has worked with clients, is self-motivated, detail oriented and ready to make a difference.


  • Provide detailed onboarding requirements and assist new and existing clients with any questions regarding the documentation/onboarding process including obtaining client information on the documents, ensuring all documentation is complete, signed and received prior to deadlines and monitoring the incoming and outgoing of funds in addition to mapping and granting access to new and existing relationships on the portal
  • Ensure clients receive superior service
  • Establish strong relationships with new clients and deepen relationships with existing clients
  • Assist with general client inquiries including historical tax slip requests, NAV statement requests and retail inquires and requests
  • Collaborate with the client, operations, compliance and finance teams
  • Leverage feedback for continuous improvement to the onboarding process
  • Ad hoc requests and project work as required


  • 2-3 years minimum of industry experience
  • Undergraduate degree in finance or related field
  • Superior communication and interpersonal skills
  • High attention to detail
  • Ability to work independently and manage multiple priorities
  • Microsoft Office skills


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: Leah;

If you are already registered with TDS Personnel please contact your Consultant

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.

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