Senior Associate, Client Services

3 days ago

Toronto, Ontario, Canada PearTree Canada Full time

Senior Associate, Client Services

PearTree Financial Services Ltd. ("PearTree")

Financial Services – Exempt Market Products /Private Placements

The Company

PearTree is the innovator of the flow-through share donation financing structure which unites the

Canadian resource and charitable sectors. PearTree works with Canadian Resource Exploration

Companies to arrange and close structured Flow Through Donation Financings, while at the same time

helping major gift donors reduce their after-tax cost so they can give more to their favourite

Canadian causes.

The Role

Reporting to the Managing Director of Client Services, the candidate will play a critical role in

the firm ensuring an outstanding client experience both before, during and after their

participation in a flow through share donation financing or other structured product offering. This

involves serving as the key point of contact for clients, their advisors and their charities.

Within PearTree's dynamic and deal-driven environment, this position requires the ability to be

nimble, resilient and responsive.

MAIN RESPONSIBILITIES


•  Manage the process associated with onboarding new personal and corporate clients including

assisting them with the completion of account opening and KYC documentation and ensuring

appropriate communications to colleagues in other departments.


•  Act as primary client liaison for donation or other structured product financings with respect

to completion and receipt of documentation, funds transfer and confirmation of deal closing


•  Attend to any client or advisor post-close queries including request for tax-related or other

client specific documentation


•  Manage onboarding of clients and dissemination of documents through PearTree client portal and

attend to technical support queries


•  Maintain up-to-date client records in PearTree's CRM


•  Troubleshoot with compliance team members on client trades as may be required.


•  Liaise with PearTree's back-office in overseeing the dissemination of client trade

confirmations, account statements and compensation reports.


•  Recommend client service changes and enhancements to Managing Director

EDUCATION LEVEL


• Bachelor's degree in Commerce or Business Administration, or Finance major

SKILLS, KNOWLEDGE AND EXPERIENCE


•  Successful completion of the Canadian Securities Course (CSS) or Exempt Market Product (EMP)

course


•  French fluency preferable


•  5+ years of experience in a related role in the Financial Services sector with emphasis on

exempt market products and private placements


•  Strong knowledge of regulatory and compliance framework surrounding exempt markets in Canada

including National Instrument accredited investor exemptions


•  Knowledge of flow through shares an asset


•  Experience managing client expectations and delivery of white glove service


•  Outstanding interpersonal and communication skills including the ability to build rapport

easily with ultra high net worth clients and their advisors


• Thrives in deal-driven and time-pressured environment


•  Works fluidly in a team environment


•  Excellent PC knowledge including MS Office Business product suite and ability to learn and

manage web-based database systems as it relates to client information


•  Experience with Salesforce including client portal solutions would be an asset

* Right now, we support a hybrid approach to our work model. This gives everyone the best of both worlds – a mix of home and in-office workdays. Schedules will be determined in partnership between individuals, managers, and the team.

  • Senior Associate, Client Services

    2 weeks ago

    Toronto, Ontario, Canada TalentSphere Staffing Solutions Full time

    Position:Senior Associate -Client ServicesIndustry Sector:Insurance & Wealth ManagementCompensation:$75,000-85,000 plus benefits and a GREAT office environmentLocation:TorontoIN-OFFICE 5 days/weekRole OverviewOur client is a multi-generational advisory firm supporting the wealthy community with tax planning, estate preservation, philanthropy and succession...

  • Client Service Associate

    5 days ago

    Toronto, Ontario, Canada Ginsler Wealth Full time

    THIS IS AN "IN-OFFICE" (NOT "WORK FROM HOME") POSITION. EMPLOYEES ARE EXPECTED TO BE IN THE OFFICE AT LEAST 4 DAYS PER WEEK. MOST EMPLOYEES ARE IN THE OFFICE 5 DAYS PER WEEK.Ginsler Wealth Management is an independent wealth management firm serving high-net-worth families through integrated financial planning and discretionary portfolio management. We are...

  • Client Service Associate

    2 weeks ago

    Toronto, Ontario, Canada GFI Investment Counsel Ltd. Full time

    Company DescriptionGFI Investment Counsel Ltd., established in 2007, specializes in offering tailored investment management and financial planning services to high-net-worth families, foundations, and corporations. The firm is dedicated to delivering exceptional service and achieving strong investment performance for its clients. With a focus on personalized...

  • Senior Associate

    7 days ago

    Toronto, Ontario, Canada Ignite Management Services Full time

    The Linchpin Co. is a people operations group offering custom recruitment and consulting services. At Linchpin, we know a company's most valuable resource is its people, and we are people expertsWe will be the point of contact between you and Ignite Management during the recruitment process, acting as your trusted advisor and coach. We look forward to your...

  • Client Service Associate

    2 weeks ago

    Toronto, Ontario, Canada Forum Asset Management Full time

    Forum Asset Management – Client Service Associate, Investor RelationsLocation: On-site, TorontoWork Schedule: Full-time, in-office/on-site (5 days/week)About ForumJoin us in delivering Extraordinary Outcomes through investment.Forum is a leading investor, developer and asset manager operating across North America for 25 years. Our core purpose is to...

  • Client Service Associate

    2 weeks ago

    Toronto, Ontario, Canada Forum Asset Management Full time

    Forum Asset Management – Client Service Associate, Investor Relations (18-Month Contract)Location: On-site, TorontoWork Schedule: Full-time, in-office/on-site (5 days/week)About ForumJoin us in delivering Extraordinary Outcomes through investment.Forum is a leading investor, developer and asset manager operating across North America for 25 years. Our core...

  • Associate, Client Services

    5 days ago

    Toronto, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Client Service Associate

    3 days ago

    Toronto, Ontario, Canada Neuberger Berman Full time

    The Client Service Associate will partner with the Client Service Advisor - Canada ("CSA") and other team members to support Neuberger Berman's Canadian Institutional/Intermediary businesses and will report to the Head of North America Client Service. The primary goal will be to assist the Canadian team in achieving their day-to-day goals of servicing...

  • Client Services Associate

    5 days ago

    Toronto, Ontario, Canada Restoration Hardware Full time

    DescriptionRH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home...

  • Senior Associate Director, Loan Administration, Debt Services

    3 days ago

    Toronto, Ontario, Canada MUFG Investor Services Full time

    Company DescriptionAbout MUFG Investor Services:MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $2.8 trillion in assets – we provide clients access to a range of leading solutions from fund...