Client Service Associate, Private Wealth
TAL Life LTD • montreal (administrative region), Canada
Role Description
Elevate your career in private wealth management with Fiera Capital as a Client Service Associate. Deliver exceptional service and support portfolio management for our private wealth clients in a hybrid working model.
As a vital team member under the Senior Investment Counsellor's guidance, you will provide top-notch personalized client service and assist in managing exceptional portfolio performance. Engage in diverse tasks, including client onboarding, reporting, and supporting investments, enhancing operational efficiency, and collaborating with other departments.
Key Responsibilities:
• Cultivate strong client relationships and serve as account liaison
• Execute asset transactions and support investment policy preparation
• Review client statement packages for accuracy and completeness
• Maintain client records in the CRM system effectively
• Coordinate administrative tasks and ensure timely follow-up
Requirements:
• Bachelor’s degree in Business Administ...
As a vital team member under the Senior Investment Counsellor's guidance, you will provide top-notch personalized client service and assist in managing exceptional portfolio performance. Engage in diverse tasks, including client onboarding, reporting, and supporting investments, enhancing operational efficiency, and collaborating with other departments.
Key Responsibilities:
• Cultivate strong client relationships and serve as account liaison
• Execute asset transactions and support investment policy preparation
• Review client statement packages for accuracy and completeness
• Maintain client records in the CRM system effectively
• Coordinate administrative tasks and ensure timely follow-up
Requirements:
• Bachelor’s degree in Business Administ...