Client Support Associate

Our Toronto-based client, a growing investment research and consulting firm is in need of a Client Support Associate to be responsible for support for all related client activities, client monthly reports, and superior all-around client experience. The successful candidate should demonstrate willingness to go above-and-beyond to provide first-class client experience, flexibility and ability work in teams.

Responsibilities:
• Prep team members in advance for all client meetings/interactions, draft meeting agenda and tracking all preparation
• Ensuring all data is collected and accurately inputted into spreadsheet or database within stated deadlines
• Liaising and communicating with clients’ financial institutions including banks, brokers, agents and custodians
• Reconciling company systems and records to third party providers as necessary
• Tracking investment and capital commitments, ensuring all investment return calculations are accurate
• Making changes to spreadsheets as directed by Senior Consultants
• Facilitate follow-up and resolution of action items documented in the meeting notes at the client meetings, as directed by Senior Consultants
• Coordinate with clients to complete trade settlements, preparation of subscription documents, capital call management, redemptions, foreign exchange, KYC, AML and other matters as directed by Senior Consultants

Qualifications:
• Minimum 1-2 years’ experience in a financial services environment
• University/College degree preferred, CFP, CSC or Exempt Market Program
• Strong computer proficiency in MS Office (Word, Excel, PowerPoint, Outlook, Access)
• Excellent verbal and written communication skills, with fluency in English
• Willingness to learn

Compensation:
• Salary: $37,500-$43,750 commensurate with experience
• Vacation: 2 weeks

We thank all those who apply however, only applicants chosen for an interview will be contacted. Candidates must be legally eligible to work in Canada without sponsorship. Please send applications to [email protected] and quote job ref #PQCSA151130.