TDS Personnel

Private Client Service Associate

📍 Toronto, Ontario, Canada ⏰ Full-time, Permanent

Description

Job Description:
Our client within investment management requires a Private Client Service Associate to join their team. This role will support a Portfolio Manager and the team in delivering exceptional service to high-net-worth and high-profile clients. This role combines relationship management support, portfolio administration, operational execution, and scheduling within a collaborative team environment. The ideal candidate will demonstrate strong attention to detail, professionalism, and a client-first mindset.
Responsibilities:
Manage the full lifecycle of client account documentation, onboarding, transfers, and ongoing updates
Process account-related transactions, including cheques, wires, contributions, and disbursements
Maintain accurate client records and documentation in CRM systems
Liaise with internal departments to ensure seamless execution and compliance
Prepare daily, quarterly, and annual client reporting packages, ...
            

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