Vice President, Client Services

3 weeks ago


Toronto, Ontario, Canada Brookfield Asset Management Full time

Job Title: Associate/Assistant Vice President, Investor Services

Company: Brookfield Asset Management

The Associate/Assistant Vice President will play a crucial role in supporting the Private Wealth Investor Relations Team in the execution of client service strategies. This position requires a deep understanding of the firm's organizational structure, investment products, and strategic initiatives, ensuring effective communication with private wealth clients while collaborating with various internal teams.

Key Responsibilities:

  • Facilitate essential investor service initiatives
  • Collaborate with diverse teams to ensure timely and consistent interactions with investors
  • Establish and uphold standardized protocols for investor servicing to enhance client experience
  • Engage professionally with both external and internal stakeholders
  • Coordinate with third-party service providers and fund management teams
  • Address investor inquiries and fulfill requests for documentation

Qualifications & Requirements:

  • 4-6 years of experience in investor services, accounting, or a related discipline
  • Professional designations such as CPA, CA, CFA, or CAIA are preferred
  • Familiarity with private funds and/or public securities is advantageous
  • Exceptional organizational and communication abilities
  • A collaborative team player with a proactive mindset
  • Capacity to manage multiple projects effectively under pressure
  • Detail-oriented with a strong drive for excellence


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