Client Service Associate (12-month Contract)

Fiera Capital•Montreal, QC

3d•Hybrid

About The Position

At Fiera Capital, we invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. Your Growth & Empowerment: We have ambitious growth goals for our firm, which makes us a great place to advance your career. Your Rewards & Recognition: We deeply value our people and their contributions and that’s reflected in our competitive compensation and benefits packages and our collaborative culture. Your Wellness Your Way: We strive to create a healthy work environment and we offer programs designed to support our employees’ wellbeing. Working with a team of Client Service Associates and reporting to the Supervisor, Client Experience, you will assist the Institutional Client Managers in the administrative, client support and business development activities for Fiera's institutional clients. Our day-to-day is conducted in both English and French, to reflect the needs of our client base.

Requirements

Bachelor’s degree in Business Administration or related field is ideal, however we will consider a mix of academic and relevant practical experience
2-3 years of relevant experience, ideally in institutional client support within the financial services sector
Command of both English and French is a must
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
Strong knowledge of Microsoft Windows (PowerPoint, Excel, Word, Outlook)

Nice To Haves

Enrolment or completion of CSC is an asset

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 LDI and alternative products 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 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