Our client within investment management requires a Jr. Client Service Associate to join their team on a 18-month contract basis. This role supports the Client Service Associate by managing detailed, hands-on tasks and ensuring the delivery of high-quality client service. The individual will focus on administrative and operational responsibilities, assisting with client and relationship management, and providing essential support for team initiatives.Responsibilities:Client & Administrative SupportAssist with client inquiries, account updates, and maintaining accurate client information.Support the preparation of client documents, proposals, and account-opening materials.Help Portfolio Managers prepare for client meetings by organizing required materials.Perform routine account administration, including cash management and performance reporting.Monitor and update client records to ensure data consistency.Operational & Team SupportProvide administrative support for compliance monitoring and trade activity oversight.Support team initiatives, projects, and coverage during busy periods.Collaborate with team members to ensure a seamless client experience.Risk & Compliance SupportFollow company’s policies and procedures to minimize risk and maintain compliance.Assist in audits, reviews, and adherence to safeguarding and risk management protocols.Role requirements:Strong customer service focusExceptional Communication skillsExcellent organizational and multitasking abilities with a keen eye for detail.Ability to work independently and meet tight deadlines.Effective communication skills to collaborate with team members and internal stakeholders.Knowledge of computer applications (Word, Excel, Portfolio Management Systems, and CRM databases)Ability to deal with complex, controversial, and sensitive Investment Management issuesOpen to change and act as a change agent for new initiativesDemonstrated history of responsiveness and problem-solving capabilitiesTDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.
Job Title
Jr. Client Service Associate