Client Service Associate (12-month Contract)

TAL Life LTD

Full-time Sales
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Location
montreal, qc, Canada
Posted
July 09, 2026

Job Description

At Fiera Capital we invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions.

Responsibilities

  • Maintain detailed knowledge on the specific characteristics and features of the various portfolios for which the Institutional Client Manager is responsible, with a view to responding promptly to any client requests for data (e.g. returns/products/strategies/transactions/administration), including LDI and alternative product strategies.
  • Oversee the opening of new accounts by coordinating the implementation of new portfolios with the relevant departments (portfolio administration, compliance, portfolio managers, performance).
  • Facilitate modifications in investment policies for each account (update appropriate systems, advise and follow-up with the Compliance department).
  • Coordinate effective cash management activities (c...