Investment Associate

3 weeks ago

Toronto, Canada Altis Recruitment Full time

Do you thrive in a fast-paced environment where you can leverage your financial acumen to provide exceptional client service?

We are seeking a highly motivated and detail-oriented Investment Associate to join our team. In this role, you will play a key role in supporting our client relationships and driving operational efficiency. You will be responsible for a variety of tasks, including account administration, project management, and marketing initiatives.

What you'll be doing:
Manage client accounts, ensuring accurate and up-to-date KYC (Know Your Customer) information and account documentation.
Prepare client meeting materials, participate in meetings, and document any required account changes.
Act as a client service liaison, responding to inquiries and escalating issues as needed.
Maintain and utilize the CRM system to effectively track client interactions.
Foster strong relationships with custodians and administrators to ensure seamless operations.
Take ownership of department projects and administrative tasks, driving efficiency and completion.
Stay abreast of industry trends and best practices to deliver superior client service.
Contribute to marketing and communication efforts as required.

What you bring to the table:
3-5 years of experience in a related financial services industry
Post-secondary degree in Business, Finance, or a similar field (preferred)
Industry designations such as CSC, CFP, or CIM a strong asset
In-depth understanding of investment products and account structures
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and Adobe products
Experience with portfolio management software, CRM systems, and financial planning tools (considered an asset)
Excellent time management and prioritization skills
Strong interpersonal and communication skills
Detail-oriented, results-driven, and possess sharp analytical abilities

We offer a competitive compensation package and the opportunity to work in a dynamic and growing environment.

If you are a highly motivated individual who is passionate about client service and eager to contribute to our team's success, we encourage you to apply

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