Associate - Client Relations

RPIA • Toronto, ON

3d • CA$60,000 - CA$75,000 • Onsite

About The Position

We are currently seeking a full-time permanent Associate to join our Client Relations team. As an Associate in the Client Relations, you will be responsible for providing high-quality operational and administrative support to the Client Relations team, ensuring accuracy, efficiency, and a seamless client experience. You will help maintain data integrity, support operational excellence, and reduce administrative risk. Reporting directly to the Manager of Client Relations, your role will be essential in ensuring smooth day-to-day operations, supporting scalable growth, and enabling the Client Relations team to focus on client engagement and relationship management.

Requirements

• Degree or diploma in Business Administration, Finance, or a related field.
• Minimum of two (2) years of experience in an administrative, operations, client service, or financial services support role.
• Experience working with CRM systems and document management platforms, with strong attention to data accuracy and recordkeeping.
• Strong proficiency in Microsoft Office, including Excel, Word, and Outlook; experience with Salesforce or similar systems is considered an asset.
• Knowledge of investment operations, account administration, or client onboarding processes is considered an asset; proficiency in French is considered an asset.

Nice To Haves

• Experience with Salesforce or similar systems is considered an asset.
• Knowledge of investment operations, account administration, or client onboarding processes is considered an asset.
• Proficiency in French is considered an asset.

Responsibilities

• Coordinates all administrative aspects of the client onboarding process, including account setup, documentation preparation, record maintenance, and system updates. Ensures client information is accurately captured, documentation is completed in a timely manner, and onboarding requirements are fulfilled to support a seamless client experience.
• Coordinates the preparation, collection, and processing of client transaction documentation. Ensures documentation is complete and accurate, monitors transaction progress, and works with internal and external stakeholders to facilitate timely and efficient transaction processing.
• Supports the Client Relations team in delivering a high-quality client experience by preparing client materials and meeting packages, coordinating meeting logistics and follow-ups, tracking requests and action items, and ensuring timely resolution of administrative inquiries.
• Assists with the preparation, maintenance, and tracking of KYC documentation and records, ensuring information is updated accurately and in a timely manner to support regulatory and firm requirements.
• Maintains the accuracy and integrity of client information within Salesforce by updating client records, documenting client interactions, managing account-related data, and ensuring information is complete, current, and properly recorded to support reporting and client service activities.
• Compiles and distributes recurring standardized client reporting materials and supporting documentation ensuring accuracy, consistency, and timely delivery, while maintaining distribution lists and tracking delivery timelines to support effective client communication and service delivery.
• Liaises with internal teams, fund administrators, custodians, and service providers to support account setup, transaction processing, exception requests, and issue resolution.
• Supports the continuous enhancement of operational processes and administrative workflows by identifying efficiencies and contributing to initiatives that improve the client and team experience, enhance scalability and reduce operational risk.
• Performs other duties as required.

Benefits

• Exceptional single and family benefits package that includes health, dental and vision insurance plus additional Health Care Spending and Wellness credits.
• Employee and Family Assistance Program to support mental wellbeing extended to all family members in your household.
• Opportunities for professional and personal growth through: Cross-functional Mentorship Program, Internally curated Leadership Skills training program, Community outreach and monthly social events organized through our volunteer-led committees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree