Bilingual Institutional Client Service Associate Hybrid

Fiera Capital Corporation; Montreal (administrative region); Hybrid; CAD 80,000 - 110,000; Full time

Benefits offered by this job

Wellness Account

Learning & Development support

Employee Share Purchase Plan (ESPP)

Performance-Based rewards

Telemedicine Access

Summer Schedule

Job summary

Fiera Capital Corporation is seeking an Institutional Client Services professional to support the Institutional Client Managers, manage client data requests, and coordinate portfolio openings and policy updates. The role requires strong bilingual communication, 3+ years of client service experience in financial services, and collaboration with multiple internal teams.

Based in Montreal, the position operates on a hybrid model with in-office days and remote collaboration, offering wellness funds,

Qualifications

• Fluent in both French and English with strong communication skills.
• Minimum 3 years of relevant experience providing client service support to institutional clients.
• Enrollment or completion of CSC is an asset.
• Proficiency with Microsoft Windows products (PowerPoint, Excel, Word, Outlook).

Responsibilities

• Maintain knowledge of portfolios to promptly respond to client data requests (returns/products/strategies/transactions).
• Oversee opening of new accounts and coordinate portfolio implementations.
• Assist with investment policy modifications in collaboration with Compliance.
• Coordinate cash management activities with internal teams.
• Update client contacts in CRM and prepare quarterly client reports.

Skills

Bilingual English/French

Client service mindset

Attention to detail

Strong communication

Education

Bachelor’s degree in Business Administration or related field

Tools

Salesforce

Job description

Fiera Capital Corporation is seeking an Institutional Client Services professional to support the Institutional Client Managers, manage client data requests, and coordinate portfolio openings and policy updates. The role requires strong bilingual communication, 3+ years of client service experience in financial services, and collaboration with multiple internal teams.

Based in Montreal, the position operates on a hybrid model with in-office days and remote collaboration, offering wellness funds,