Senior Advisor, Client Experience and Proposal

3 weeks ago

Montreal, Canada Addenda Capital inc. Full time
Senior Advisor, Client Experience and Proposal

What is the Opportunity

Reporting to the Director, Client Experience and Proposal, you will act as a leader on the team in a coordinator role responsible for guiding and supporting analysts in the service provided to clients. Your knowledge and expertise will be leveraged to ensure a high-level client experience throughout the client life cycle. You will also play an influential role with the Business Development and Client Partnership team.

What you will do

  • You assign and oversee the execution of tasks within the team and orchestrate the development and implementation of a production schedule for all monthly and quarterly activities and reporting within the team’s responsibilities;
  • You maintain expert knowledge on the specific characteristics and features of Addenda’s investment solutions and you participate in the training to the Client Experience team members;
  • You are responsible for the production of client documents including product presentations and factsheets, while respecting the firm’s branding image standards and requirements;
  • You ensure adequate quality controls of all content produce by the team and intended for external use;
  • You oversee the new client onboarding process and manage the accounts to which you are assigned by responding promptly and efficiently to all client requests and ensuring rigorous follow-up;
  • You monitor the proper execution of client transactions and ensure timely execution in accordance with instructions received from clients;
  • You collaborate effectively with the Business Development and Client Partnership team and other departments to provide superior service to institutional, private and retail platform clients as well as consultants by responding to requests in a timely manner;
  • You are responsible for documenting and updating procedures and potential improvements to the team’s controls and processes;
  • You are responsible for spreading the client’s culture within the Client Experience team and across the organization;
  • You perform any other related tasks assigned to you.
What you will need to succeed

Experience and Knowledge
  • You have a bachelor’s degree in business administration, finance, or a related field;
  • You hold the CFA designation (an asset);
  • You have two (2) to five (5) years of experience in a similar position in an investment management firm, consulting firm or equivalent;
  • You have excellent knowledge of Microsoft Office including Word, Excel and PowerPoint;
  • You have working knowledge of Power BI and SSRS (an asset);
  • You have a keen interest in and good understanding of sustainable investment.
Skills and Abilities
  • You are proficient in English and French (oral and written) and have excellent writing and editing skills;
  • You have the ability to deliver on mandates under tight deadlines;
  • You have interpersonal skills and a client-centric approach that enables you to maintain excellent relationships with the various stakeholders;
  • You have attention to detail, strong analytical skills and the ability to produce high quality work;
  • You have good organizational and planning skills;
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