Wealth Client Services Specialist

Mercer; Montreal; Hybrid; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Professional development opportunities

Inclusive culture

Career opportunities and benefits

Job summary

A leading financial services firm is seeking a Client Servicing Associate to join its Wealth team in Montreal. The role is hybrid, requiring office presence at least three days a week. Responsibilities include maintaining portfolio knowledge, onboarding new accounts, and resolving client issues. Candidates should possess a university degree and 5+ years of experience in investment management, alongside strong analytical, interpersonal, and problem-solving skills. Bilingual proficiency in English and French is a plus.

Qualifications

• 5+ years’ experience in investment management or financial services.
• Knowledge of trade lifecycle and securities.
• Bilingual in English and French is desirable.

Responsibilities

• Maintain expert knowledge on the portfolios.
• Assist in onboarding new accounts.
• Resolve issues, complaints, and requests from clients.
• Facilitate modifications in investment policies.
• Support cash management activities.
• Prepare and build presentations for client meetings.
• Collaborate with the legal team for document drafting.

Skills

Attention to detail

Analytical skills

Problem-solving

Interpersonal skills

Teamwork orientation

Multi-tasking

Risk awareness

Education

University degree

Tools

Portfolio accounting systems

MS Office

Web-based applications

Job description

A leading financial services firm is seeking a Client Servicing Associate to join its Wealth team in Montreal. The role is hybrid, requiring office presence at least three days a week. Responsibilities include maintaining portfolio knowledge, onboarding new accounts, and resolving client issues. Candidates should possess a university degree and 5+ years of experience in investment management, alongside strong analytical, interpersonal, and problem-solving skills. Bilingual proficiency in English and French is a plus.