Private Wealth Client Services Specialist

TAL Life LTD; Montreal (administrative region); Hybrid; CAD 65,000 - 80,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Fiera Capital in Montreal, QC, is seeking a Client Servicing & Portfolio Administration support professional. The role focuses on building strong client relationships, onboarding new clients, and ensuring high-quality reporting and documentation across multiple departments.

You will assist Investment Counsellors, manage client communications, and maintain accurate CRM records while collaborating on process improvements in a hybrid work setting.

Qualifications

• Bachelor's degree in Business Administration, Commerce or related field.
• Enrollment or completion of IFIC/ CSC is an asset.
• 1–5 years of relevant client service or portfolio administration support experience.
• Experience in financial services and knowledge of investment markets is preferred.

Responsibilities

• Cultivate client relationships and serve as the go-to person for account information, reports, and inquiries.
• Facilitate onboarding of new clients and maintain client accounts and records.
• Support Investment Counsellors with ongoing client communication and timely reporting.
• Coordinate with teams on projects and administrative tasks; update CRM records.

Skills

Client servicing

Relationship management

Analytical skills

Excellent communication

Education

Bachelor's degree in Business Administration/Commerce or related field

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Fiera Capital in Montreal, QC, is seeking a Client Servicing & Portfolio Administration support professional. The role focuses on building strong client relationships, onboarding new clients, and ensuring high-quality reporting and documentation across multiple departments.

You will assist Investment Counsellors, manage client communications, and maintain accurate CRM records while collaborating on process improvements in a hybrid work setting.