Associate, Client Service (18-month contrat)

Fiera Capital•Toronto, ON

13d•Hybrid

About The Position

At Fiera Capital, the company invests in creating a culture of purpose that makes its people feel valued, cared for, seen, and heard, with an employee experience tailored to individual needs and ambitions. This includes a commitment to an inclusive, safe, and trusting work environment, opportunities for career advancement due to ambitious growth goals, competitive compensation and benefits, and programs supporting employee wellbeing. The Associate, Client Service role works with a team of Client Service Associates and reports to the Supervisor, Client Experience. The primary function is to assist Institutional Client Managers with administrative, client support, and business development activities for Fiera's institutional clients. Fiera Capital, an independent firm, manages approximately CAD $164.1 billion in assets as of December 31, 2025, and is a leading investment manager in Canada. The company provides customized multi-asset solutions across public and private markets to institutional, financial intermediary, and private wealth clients globally, striving to be at the forefront of investment-management science and creating sustainable prosperity for clients. Fiera Capital values its talented people and fosters collaboration to craft innovative strategies.

Requirements

Bachelor’s degree in Business Administration or related field is ideal, however we will consider a mix of academic and relevant practical experience
Familiarity with investment portfolios and products
A proven client service outlook and sound judgment
Ability to handle multiple tasks while maintaining high degree of accuracy and attention to detail
Autonomous, innovative, proactive and sense of urgency
Effective communication skills in English
Strong knowledge of Microsoft Windows (PowerPoint, Excel, Word, Outlook)

Nice To Haves

Experience providing client service support to institutional clients within the financial services industry
Enrolment or completion of CSC
Fluency in French
Knowledge of CRM systems

Responsibilities

Maintain detailed knowledge on the specific characteristics and features of the various portfolios for which the Institutional Client Manager is responsible, with a view to responding promptly to any client requests for data (e.g. returns/products/strategies/transactions/administration), including liability-driven investments and private market strategies
Oversee the opening of new accounts by coordinating the implementation of new portfolios with the relevant departments (portfolio administration, compliance, portfolio managers, performance)
Facilitate modifications in investment policies for each account (update appropriate systems, advise and follow-up with the Compliance department)
Coordinate effective cash management activities (cash inflows/outflows) with appropriate internal departments
Record and update client contacts and other related information in appropriate CRM system
Review and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely manner once approval has been obtained by the Institutional Client Manager
Ensure that all documents presented to clients (quarterly meetings or ad hoc requests) reflect information that is both complete and of the highest quality, and are produced within the required timelines
Build presentations and prepare documents for quarterly client meetings as required
Collaborate with other members of the Institutional Markets team on common projects (special events, process enhancements, etc.)
Provide back-up to other Client Service Associates when necessary