Client Advisor Associate

Granite Solutions Groupe; Toronto; On-site; CAD 55,000 - 75,000; Full time

Job summary

Granite Solutions Groupe is seeking an Analyst in Sales & Client Service to support institutional clients and uphold high-quality service standards. You will respond to inquiries, partner with internal teams, and maintain strong client relationships while contributing to asset retention.

Experience in financial services, English fluency, and MS Office proficiency are essential. French is a plus; Canadian Securities Course is preferred.

Qualifications

• University degree or equivalent relevant financial services industry experience.
• 5 years' experience in the fund manager, bank, or securities industry essential; prior knowledge of investment management processes from a servicing or operational perspective preferred.
• Fluency in English - spoken and written, is essential. French fluency is a plus.
• Canadian Securities Course preferred.
• Proficiency with Microsoft PowerPoint, Excel, and Word.

Responsibilities

• Deliver consistent, high-quality service to institutional clients.
• Respond to client inquiries and service requests promptly.
• Resolve issues by partnering with internal teams.
• Maintain strong, ongoing client relationships.
• Support asset retention through effective servicing.
• Manage client deliverables and presentation materials.
• Ensure timelines and deadlines are consistently met.
• Coordinate requests for proposals (RFPs) and due diligence questionnaires (DDQs).
• Ensure responses are accurate and submitted on time.
• Address account-related issues through cross-functional coordination.
• Partner with Sales and Relationship Managers to support business goals.
• Maintain accurate client records in customer relationship management systems.
• Support compliance reviews and regulatory requirements.
• Contribute to special projects and initiatives as needed.

Skills

Sales mindset

Multi-tasking

Communication skills

Independent & collaborative

Attention to detail

Education

University degree

Canadian Securities Course

Tools

Microsoft PowerPoint

Microsoft Excel

Microsoft Word

Job description

Analyst, Sales & Client Service

About Our Firm

Granite Solutions Groupe provides financial services decision makers with people and solutions that deliver. Our clients count on us to deliver the right talent at the right time to achieve critical business results. We leverage our industry knowledge and passion for client priorities to deliver human capital solutions.

GSG was founded in 1998 as a consulting firm delivering project management and technology solutions for the financial services industry. GSG now has a global presence, with team members deployed across the U.S. at Fortune 1000 companies and high-performing Fintech firms.

High-caliber consultants are the face of GSG at our client organizations and offices. We value the deep relationships we have with our consultants that enable us to place them in roles where their skills will have an immediate impact. The GSG consulting team is comprised of diverse, experienced, driven, and dynamic contributors who excel at getting things done.

About the Opportunity

The Institutional Sales & Service team supports clients across the Institutional and strategic relationship and distribution (SRD) channels throughout the full client lifecycle. The group partners closely with Sales and Relationship Managers to deliver responsive, high-quality service that strengthens client relationships and supports long-term asset retention. Team members work collaboratively across functions, delivering service excellence with efficiency in a fast-paced, client-facing environment.

Responsibilities

• You will deliver consistent, high-quality service to institutional clients.
• You will respond to client inquiries and service requests promptly.
• You will resolve issues by partnering with internal teams.
• You will maintain strong, ongoing client relationships.
• You will support asset retention through effective servicing.

Operational & Coordination Responsibilities

• You will manage client deliverables and presentation materials.
• You will ensure timelines and deadlines are consistently met.
• You will coordinate requests for proposals (RFPs) and due diligence questionnaires (DDQs).
• You will ensure responses are accurate and submitted on time.
• You will address account-related issues through cross-functional coordination.

Strategic & Compliance Support

• You will partner with Sales and Relationship Managers to support business goals.
• You will maintain accurate client records in customer relationship management systems.
• You will support compliance reviews and regulatory requirements.
• You will contribute to special projects and initiatives as needed.

Requirements

Experience, Education & Certifications

• University degree or equivalent relevant financial services industry experience.
• 5 years' experience in the fund manager, bank, or securities industry essential; prior knowledge of investment management processes from a servicing or operational perspective preferred.
• Fluency in English - spoken and written, is essential. French fluency is a plus.
• Canadian Securities Course preferred.

Technical Skills

• Proficiency with Microsoft PowerPoint, Excel, and Word.

Soft Skills

• A sales/ marketing mindset with the ability to identify client needs and position solutions that address those needs.
• Strong multi-tasker who can respond rapidly and effectively to requests, with adherence to established time frames and schedules; ability to organize and prioritize workflow to meet internal and external deadlines.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively.
• High attention to detail and confidentiality.

Employee Benefits

• GSG is excited to offer its consultants a robust option of benefits which include comprehensive medical, dental, vision and prescription coverage.
• You will receive company-paid life insurance.
• In addition, we hope you will take advantage of eligible commuter benefits-like paying for work-related public transit and parking with pre-tax dollars.
• Save for your retirement with pre-tax contributions that go directly into your 401K.
• We also care about your pets with several options for pet insurance, discount card and prescriptions.

GSG's Commitment to Diversity

As a diverse-owned business, GSG is committed to creating a diverse workforce, and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.