Client Services Associate

3 weeks ago

Greater Toronto Area, Canada Hunter Mercantile Full time

Client Services Associate – Wealth Management

The Client: A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support capacity.

Here is what the Client Service Associate opportunity offers you:

A place to work where you are not a “number” but an integral part of a great investment team and where your ideas count.

The opportunity to grow with the organization and to work in an environment that provides an excellent career path and supports your career through continual training, mentorship and is committed to the broadening of your understanding of financial planning and wealth management.

High personal satisfaction in knowing that you are part of a wealth management team which offers an investment service that is beneficial for the financial wellness of Canadians.


As the Client Service Associate, you will be responsible for:

•       Liaise with high-net-worth clientele and ensure and excellent client experience

•       Address client inquiries and provide both written and verbal communication

•       Follow up on any outstanding client requirements or issues

•       Attend client functions

•       Organize files for client meetings and consolidate client holdings

•       Open client accounts

•       Handle investment applications and paperwork

•       Set appointments and manage calendars

•       Prepare templates and completing forms on DocuSign

•       Draft sales proposals

•       Ensure trades are executed in a timely manner

•       Prepare client files for review and create client reports

•       Monitor and calculate account fees and send client invoices via Square payment application

•       Document all investment purchases and track the movement of funds across client accounts

•       Prepopulating financial plans

As the ideal candidate you possess:

•    A minimum of 3 years advisors support experience in an either an IIROC or MFDA dealer or financial planning firm

•       A fundamental understanding of mutual fund and investment products

•       Familiarity with the following systems is a definite asset: NaviPlan, DocuSign

•       Ability to follow instructions and adhere to established processes and compliance guidelines

•       High efficiency in MS Suite: Excel, Word, Office 365

•       Outstanding organizational skills with a strong affinity for detail

•       Excellent verbal and written communication skills

•       A comfort in working in a remote capacity

•       Preference given to candidates who possess a CSC, IFIC, LLQP

The Remuneration:

Commensurate with experience and education our client is offering a competitive compensation plan which includes a strong base salary, bonus, benefits, continuous training, mentoring, and growth.


Interested and qualified parties are invited to contact: 

David C. Corsini - Principal

Hunter Mercantile

Hunter Mercantile is an executive search firm recognized throughout North America as a boutique for placement for wealth management.

  • Complaints & Client Services Associate

    1 day ago

    Toronto, Canada Retirement Homes Regulatory Authority Full time

    Position:          Associate, Complaints and Client Services Location:         Toronto, ON Status:             Full-time, Permanent Salary:             Base salary around $65,000 - commensurate with level of experience The Retirement Homes Regulatory Authority (RHRA) is a self-financing auth

  • Client Service Associate

    4 weeks ago

    Greater Sudbury, Canada Gallagher Benefit Services Full time

    Poised for aggressive growth, there has never been a better time to be part of the Gallagher team. There is a difference at Gallagher. That difference is our people, who are fueled by teamwork, responsiveness and doing the right thing simply because it is the right thing. For talented individuals driven to excel, Arthur J. Gallagher & Co. is an exciting...

  • Client Services Manager

    3 weeks ago

    Greater Toronto Area, Canada 24 Seven Talent Full time

    CLIENT SERVICES MANAGER *This position is currently hybrid- reporting to the Toronto office twice per week. WHO WE ARE 24 Seven is growing! We’re the leading creative staffing and recruiting firm working with today’s most sought-after employers and we’re looking for dedicated professionals, like you, to join our team. We are the go-to talent source...

  • Client Services Manager

    3 weeks ago

    Greater Toronto Area, Canada 24 Seven Talent Full time

    CLIENT SERVICES MANAGER*This position is currently hybrid- reporting to the Toronto office twice per week.WHO WE ARE24 Seven is growing! We’re the leading creative staffing and recruiting firm working with today’s most sought-after employers and we’re looking for dedicated professionals, like you, to join our team. We are the go-to talent source...

  • Client Services Manager

    3 weeks ago

    Greater Toronto Area, Canada 24 Seven Talent Full time

    CLIENT SERVICES MANAGER*This position is currently hybrid- reporting to the Toronto office twice per week.WHO WE ARE24 Seven is growing! We’re the leading creative staffing and recruiting firm working with today’s most sought-after employers and we’re looking for dedicated professionals, like you, to join our team. We are the go-to talent source...

  • Ia Centralized Client Service Associate

    4 weeks ago

    Toronto, Canada TD Bank Full time

    **IA Centralized Client Service Associate - Cantonese/Mandarin**: - 430929BR **Job Category - Primary** - Wealth Management **Work Location** - TD Centre - South - 79 Wellington Street West **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay...

  • Investor Services Associate

    4 weeks ago

    Toronto, Canada Pinnacle Fund Services Full time

    **Company Description** Be part of a team managing Pinnacle’s clients and will have the opportunity to contribute to Pinnacle’s growth significantly. We seek strong team players and outgoing individuals who possess a strong work ethic and can take the initiative in a growing entrepreneurial company. This role is for you if you have an Investor...

  • Associate Director, Client Services

    3 weeks ago

    Toronto, ON, Canada Dentsu International Full time

    Merkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients' teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation. Job Description The purpose of this role is to...

  • Associate Director, Client Services

    3 weeks ago

    Old Toronto, Canada Dentsu International Full time

    Merkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients' teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation.Job DescriptionThe purpose of this role is to own and...

  • Associate Director, Client Services

    7 days ago

    Old Toronto, Canada Cardinal Path Full time

    Company Description Merkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients' teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation. Job Description The purpose of...

  • Associate Director, Client Services

    3 weeks ago

    Old Toronto, Canada Dentsu International Full time

    Merkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients' teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation.Job DescriptionThe purpose of this role is to own and...

  • Associate Director, Client Services

    7 days ago

    Old Toronto, Canada Cardinal Path Full time

    Company Description Merkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients' teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation. Job Description The purpose of...

  • Associate Director, Client Services

    7 days ago

    Old Toronto, Canada Cardinal Path Full time

    Company Description Merkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients' teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation. Job Description The purpose of...

  • Associate Director, Client Services

    3 weeks ago

    Old Toronto, Canada Dentsu International Full time

    Merkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients' teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation.Job DescriptionThe purpose of this role is to own and...

  • Associate Director, Client Services

    5 days ago

    Toronto, ON, Canada Cardinal Path Full time

    Company Description Merkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients' teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation. Job Description ...

  • Complaints & Client Services Associate

    3 days ago

    Toronto, Canada Retirement Homes Regulatory Authority Full time

    Position: Associate, Complaints and Client ServicesLocation: Toronto, ON Status: Full-time, Permanent Salary: Base salary around $65,000 - commensurate with level of experienceThe Retirement Homes Regulatory Authority (RHRA) is a self-financing authority independent of government, with the mandate to license and inspect Ontario’s more than 780 retirement...

  • Complaints & Client Services Associate

    3 days ago

    Toronto, Canada Retirement Homes Regulatory Authority Full time

    Position: Associate, Complaints and Client Services Location: Toronto, ON Status: Full-time, Permanent Salary: Base salary around $65,000 - commensurate with level of experience The Retirement Homes Regulatory Authority (RHRA) is a self-financing authority independent of government, with the mandate to license and inspect Ontario’s more than 780...

  • Complaints & Client Services Associate

    4 days ago

    Toronto, Canada Retirement Homes Regulatory Authority Full time

    Position: Associate, Complaints and Client Services Location: Toronto, ON Status: Full-time, Permanent Salary: Base salary around $65,000 - commensurate with level of experience The Retirement Homes Regulatory Authority (RHRA) is a self-financing authority independent of government, with the mandate to license and inspect Ontario’s more than 780...

  • Investor Services Associate

    4 weeks ago

    Toronto, Canada Pinnacle Fund Services Full time

    **Company Description** Be part of a team managing Pinnacle’s clients and will have the opportunity to contribute to Pinnacle’s growth significantly. We seek strong team players and outgoing individuals who possess a strong work ethic and can take the initiative in a growing entrepreneurial company. This role is for you if you have an Investor...

  • Complaints & Client Services Associate

    19 hours ago

    Toronto, Canada Retirement Homes Regulatory Authority Full time

    Position:Associate, Complaints and Client Services Location:Toronto, ON Status:Full-time, Permanent Salary:Base salary around $65,000 - commensurate with level of experienceThe Retirement Homes Regulatory Authority (RHRA) is a self-financing authority independent of government, with the mandate to license and inspect Ontario’s more than 780 retirement...