Senior Portfolio Associate

1 week ago

Toronto, Ontario, Canada niche recruitment Full time
Job Summary

The Senior/Client Services Associate is a key member of our team, responsible for supporting Portfolio Managers in their day-to-day activities and serving as their first point of contact for task execution and client correspondence. This role involves assisting with building portfolio proposals for prospective clients, servicing exempt market dealer clients, and acting as the main point of contact for small clients under the supervision of the Portfolio Managers.

Key Responsibilities

Assist Portfolio Managers and Associate Portfolio Managers in their day-to-day activities and act as a first point of contact regarding client account updates, status of documents, and assigned tasks.
Assist with the onboarding of new clients, including assisting clients with Know your Client (KYC) forms and ensuring completion, pre-filling and sending other necessary onboarding forms to clients, and following up with clients for completion of remaining necessary onboarding forms.
Prepare onboarding documents and track all onboarding documents to ensure completion and identify any information outstanding.
Liaise with exempt market dealer clients about new investment ideas, ongoing updates about current state of investments, follow through on inquiries and requests, maintain KYC forms and other account documents.
Correspond with current clients, respond to general inquiries including reports and tax slips, and refer complex inquiries to the Portfolio Managers and Associate Portfolio Managers.

Portfolio Management

Examine client accounts and compare the weight of each investment in client portfolios.
Assist Portfolio Managers and Associate Portfolio Managers with cash management, including monitoring cash buildup, executing transfers and orders, and following client plans regarding cash management.
Review client portfolios with the Portfolio Managers to determine potential changes and solutions.
Prepare client correspondence for Portfolio Managers and Associate Portfolio Managers, including attachments and suggestions that have been approved by the Portfolio Managers.
Prepare trade instructions and follow up on completion.

Business Development

Assist Portfolio Managers and Associate Portfolio Managers with managing prospect lists, track contacts, and follow up on leads.
Communicate with clients via phone and email, act as first point of contact for exempt market dealer clients, and generate and oversee portfolio proposals for prospects and other ad-hoc presentations as needed.

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