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Client Relations Specialist

3 months ago

Greater Toronto Area, Canada Prime Quadrant Full time

About Prime Quadrant

Prime Quadrant supports over 200 high-net-worth families throughout North America, managing assets exceeding CA$22 billion. Our goal is to empower families for the future while addressing their comprehensive financial, social, and human capital requirements. Our culture embodies the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious, and Humble. Our shared values have been developed by our team, for our team, as we strive for excellence in both our personal and professional endeavors.

We are honored to be recognized as one of the Best WorkplacesTM in Canada. Our team is passionate about their work and aligned in their objectives. We appreciate the privilege of serving wonderful families and the exceptional colleagues around us. We take pride in fostering a work environment grounded in trust, inclusivity, and resilience.

The Position

We are looking for a highly organized self-starter to join our expanding team as a Client Service Associate. In this capacity, the successful candidate will report to the firm's Client Service Team Lead and collaborate with Prime Quadrant's clients on investment subscriptions, redemptions, and internal Know-Your-Client (KYC) documentation. The Client Service Associate will work closely with Team Members across Consulting, Operations, and Compliance.

Primary Responsibilities

Client Record Management

  • Maintain current client records in the firm's reporting and client relationship management systems (Salesforce FSC, SharePoint, form creation and generation, and SideDrawer).
  • Prepare, coordinate, and ensure the completion of compliance and KYC documentation for both new and existing clients.

Client Trade Processing

  • Prepare necessary documents for client transactions, including subscription agreements, redemption forms, and account-opening forms.
  • Regularly communicate with clients to facilitate account setup and transactions, including wire transfers.
  • Collaborate with Consulting Team Members as needed to resolve issues related to client trade execution.

Client Support

  • Assist the Director of Client Satisfaction and Consulting Team Members with the onboarding of new clients.
  • Support Prime Quadrant's annual client survey.
  • Propose process improvements and enhancements to the Executive as a vital member of the Prime Quadrant Team.

Key Attributes

  • Demonstrated client service orientation – energized by assisting others.
  • High level of accuracy, organization, timeliness, and attention to detail.
  • Ability to prioritize and manage multiple tasks in a dynamic work environment.
  • Effective team player who collaborates well with others.
  • Flexibility to work early or late as required.
  • Strong process orientation and commitment to follow through on responsibilities.
  • Ability to navigate complex issues and escalate as necessary with urgency.

Qualifications

This position is intended for a Junior Associate. Please confirm your acknowledgment of the role's level when applying.

  • Successful completion of the Exempt Market Proficiency Exam is required but may be completed post-hire.
  • University degree or college diploma with knowledge or interest in financial services.
  • Co-op/internship experience in a financial services setting.
  • Proficient in Microsoft Office (Excel, Word, OneNote, Teams).
  • Strong English writing and verbal communication skills.
  • Commitment to complete the Exempt Market Proficiency Exam within three months of joining the firm.
  • Demonstrated interest in the investment advisory or wealth management sector.
  • Bilingualism is an asset.

Compensation

  • Competitive base salary with a performance-based bonus structure.
  • Health benefits through participation in the firm's health spending account.
  • Eligibility for awards under the firm's Key Exemplary Employees Plan, subject to its terms and conditions.
  • Up to $1,000 per year for relevant continuing education expenses.
  • Opportunities for career advancement based on performance.
  • Three weeks of vacation annually.

Prime Quadrant Corp is dedicated to fair and accessible employment practices and is committed to providing accommodations for individuals with disabilities. If you require accommodations to apply for any job opportunities or need this posting in an alternative format, please contact us. We will collaborate with all applicants to determine appropriate accommodations for individual accessibility needs.