Associate, Client Service Manager

TDS Personnel

Full-time, Permanent Sales Representatives, Services
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Location
Toronto, Ontario, Canada
Posted
March 18, 2026

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.

    • Job Details

    • Job Type
      Full-time, Permanent
    • Category
      Sales Representatives, Services
    • Date Posted
      March 18, 2026
    • Application Deadline
      April 27, 2026