Client Services Associate

TDS Personnel; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

TDS Personnel is recruiting on behalf of a client in investment management for a Client Service Associate in Toronto. The role centers on supporting client relationships and investment operations, acting as the primary contact for service requests and coordinating portfolio-related activities.

The ideal candidate will have 2–5 years in client service or wealth management, a CSC designation, and strong communication, organizational, and problem-solving abilities.

Qualifications

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

Responsibilities

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

Skills

Client service

Relationship management

Attention to detail

Organizational skills

Communication skills

MS Office

CRM systems

Education

Bachelor's degree in Business/Finance/Economics/Accounting

Canadian Securities Course (CSC)

Tools

CRM systems

Portfolio management platforms

Custodial systems

Excel

Word

Job description

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.
• 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.

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.