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Associate, Client Service Manager

🏢
TDS Personnel
📍 Toronto, Canada
📍
Location Toronto
📅
Posted March 18, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Job Description:

Our client, a downtown investment management firm is seeking an Associate, Client Service Manager to join their team to provide exceptional service to our Institutional, Sub-Advisory, and High-Net Worth clients. The Associate will work in a collaborative client service team reporting to the Manager, Client Services.

Responsibilities:

  • Responding to client inquiries accurately and efficiently
  • Completing client reporting on a monthly, quarterly, annually, and ad hoc basis
  • Preparing presentations for client and consultant meetings
  • Processing client trades and cash flow activity
  • Maintaining detailed working knowledge of client Investment Policy Statements and Investment Management Agreements
  • Maintaining accurate client records in Satuit (CRM)
  • Implementing the Client Account Opening Process for new client accounts

    • Qualifications:

  • Post secondary education with a university degree or college.

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    📍 Location Details

    🌆
    City
    Toronto
    🗺️
    Country
    Canada
    🚗
    Commute
    Local Area

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