Client Service Associate (12-month Contract)

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 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;
• 2-3 years of relevant experience, ideally in institutional client support within the financial services sector.
• Enrolment or completion of CSC is an asset;
• Because of our bilingual client base, command of both English and French is a must;
• 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;
• Strong knowledge of Microsoft Windows (PowerPoint, Excel, Word, Outlook).
• Additional Information:
• Fiera Capital adheres to a hybrid working environment with 4 days in-office per week.
• #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.

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.

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