Manager, Client Services

7 months ago

Burlington, Canada Equiton Partners Inc. Full time

**About Equiton**:
Founded in 2015, Equiton is a recognized leader in private equity investments and has recently achieved one billion in assets under management. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing. We’ve discovered that finding the right opportunities involves time, experience, and discipline. Our strategy is always forward-looking, anticipating trends and adapting our selection to strengthen our market position, capitalizing on value creation opportunities, and building the most robust portfolio possible for our investors. We attract diverse, exceptionally talented people and create an atmosphere that rewards initiative, independent thinking, and integrity.

**About the Position**:
Reporting to the Senior Vice President, Business Development, the Manager, Client Services is responsible for providing a best
- in
- class client experience. This is achieved by ensuring that all services delivered meet and exceed Equiton’s high standards. A continuous focus on quality will lead to the identification of process improvements across Client Services which will enhance the client experience.

**Key Functions and Responsibilities**:

- Provide ongoing professional support to internal and external sales teams, the firm’s outside advisor network, and the firm’s clients
- Elevate and enable the Sales team to focus further on capital raise efforts
- Create and maintain Client Services documentation and guides; ensuring details of all department processes and procedures are up-to-date and available for reference, including but not limited to; trades and transactions, customer account processing, changes to client accounts and information, customer FAQs.
- Reduce operational risk to the company by ensuring compliance and security measures are in place and documented; including operational guides and proactive cross-training of team members
- Manage onboarding of new firms and products
- Support the sales team on sales execution by providing active day to day updates on deal submissions, required documentation, transfer updates, status of funds and deal finalization
- Proactively create efficiencies, improve quality and focus on continuous improvements to improve the customer experience
- Maintain deep expertise on internal systems and processes as well as external industry-based platforms and software used by partner firms
- Remain current with industry changes that affect the business and navigate accordingly
- Liaise and maintain strong relationships with internal departments and external partners
- Prioritize client satisfaction and ensure a consistent level of impeccable service is provided across the department
- Supervise a team of administrative staff including training, mentoring, performance management, coaching and ensuring smooth operations of business requirements at all time

**Required Skills and Abilities**:

- Proven experience in building and managing relationships with customers in the investment/ private equity industry
- Exceptional knowledge of policy, procedures, all transaction types, and product offerings
- Demonstrated process improvements; leveraging technology to streamline work flows
- Excellent prioritization, organizational and multi-tasking skills
- Strong oral and written communication skills complimented by strong interpersonal skills

**Education and Experience**:

- Post-secondary education in business or finance is an asset
- Minimum 5 years of client service in the investments field with emphasis on direct client interactions and resolution
- Proficiency in MS Office Suite
- Prior financial or professional office experience an asset

**Our Commitment to Diversity, Equity and Inclusion**:
In addition to being dedicated to building a workforce that leverages diverse talent, we are committed to fostering an inclusive and accessible experience where all employees feel valued, respected and supported. We are an equal opportunity employer that values a culture that reflects and celebrates diversity of thought, background, and experience. If you require accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know, so that we will work with you to meet your needs. We thank you for applying, however, only those selected to continue will be contacted.

**Our Core Values**:

- Integrity

Rigorous adherence to a set of moral and ethical standards focused on respect, honesty, and fairness.
- Accountability

Individual responsibility for delivering on our commitments and being accountable for our decisions, actions, and results.
- Expertise

Offering the highest level of professional expertise, quality service and knowledgeable insights.
- Customer Focused

We recognize our customers are the reason for our success and know by putting their needs first, we foster trusting, l

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