Client Services Associate

3 weeks ago


Toronto, Canada The Mason Group Inc Full time

Client Services AssociateEmployment TypePermanentLocationToronto, OntarioApply SHARE THIS JOB           Job Description:Join a leading Investment Manager that places quality at the forefront of their operations. Our client is seeking a Client Services Associate to join an impactful team in an interactive, client-facing role.The Client Services Associate will be responsible for the following:Assist with client onboarding processesManage banking information and trade reconciliationsHandle KYC (Know Your Customer) documents and other compliance-related tasksSupport investment documentation tasksProvide administrative support as neededTMGNYJob Requirements:5+ years experience in client services or administrative rolesFamiliarity with investment documentationStrong organizational and multitasking skillsAttention to detail and ability to manage sensitive informationExcellent communication and interpersonal skillsApply



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