Client Services Associate - Institutional Focus

Explore a fulfilling career as a Client Services Associate with a focus on institutional investment in Montreal. This role emphasizes client relations and operational excellence.
As an Associate, you will play a vital role in the Institutional Client Services team, supporting Portfolio Management initiatives while ensuring compliance with regulations. Your work will include preparing client documentation, ensuring transaction accuracy, and actively participating in creating performance reports and presentations, all aimed at delivering exceptional client service.
Key Responsibilities:
• Support client relationship management and service delivery
• Prepare presentations for clients as requested
• Review and improve client investment policies
• Verify compliance reports and transaction impacts
• Provide analytical support for sales and marketing initiatives
Requirements:
• Bachelor’s degree in business or finance recommended
• 1-3 years in finance, preferabl...