Associate, Client Service (18-month contrat)

Responsibilities

• 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 (cash inflows/outflows) with appropriate internal departments;
• Record and update client contacts and other related information in appropriate CRM system;
• Review and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely manner once approval has been obtained by the Institutional Client Manager;
• Ensure that all documents presented to clients (quarterly meetings or ad hoc requests) reflect information that is both complete and of the highest quality, and are produced within the required timelines;
• Build presentations and prepare documents for quarterly client meetings as required;
• Collaborate with other members of the Institutional Markets team on common projects (special events, process enhancements, etc.); and provide back-up to other Client Service Associates when necessary.
• Must have requirements to be successful in this role:
• Bachelor's degree in Business Administration or related field is ideal, however we will consider a mix of academic and relevant practical experience;
• Experience providing client service support to institutional clients within the financial services industry is preferred;
• Enrolment or completion of CSC is an asset;
• Familiarity with investment portfolios and products;
• A proven client service outlook and sound judgment;
• Ability to handle multiple tasks while maintaining high degree of accuracy and attention to detail;
• Autonomous, innovative, proactive and sense of urgency;
• Effective communication skills in English, fluency in French would be an asset;
• Strong knowledge of Microsoft Windows (PowerPoint, Excel, Word, Outlook);
• Knowledge of CRM systems is an asset;
• Additional Information:
• Fiera Capital adheres to a hybrid working environment with 4 days in-office per week.
• The salary range for this position is $75,000 - $85,000. This role is also be eligible for additional compensation, including an end of contract bonus and employee benefits. This salary range is for Ontario.
• #LI-Hybrid
• For all positions in Quebec (Montreal and Laval), proficiency in French, both spoken and written, is mandatory. Working English proficiency is also required in order to serve our offices and clients around the world.
• Fiera Capital subscribes to the principle of employment equity. Our staff is our most valuable asset, and our goal is to create an inclusive and equitable environment where everyone can achieve their true potential.

Requirements

• Working with a team of Client Service Associates and reporting to the Supervisor, Client Experience, you will assist the Institutional Client Managers in the administrative, client support and business development activities for Fiera's institutional clients.

Benefits

Additional Information

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: Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. Your Growth & Empowerment: We have ambitious growth goals for our firm, which makes us a great place to advance your career. Your Rewards & Recognition: We deeply value our people and their contributions and that's reflected in our competitive compensation and benefits packages and our collaborative culture. Your Wellness Your Way: We strive to create a healthy work environment and we offer programs designed to support our employees' wellbeing.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at fieracapital? Share your experience