Client Services Associate

Cidel•Toronto, ON

2d•CA$55,000 - CA$60,000

About The Position

This posting is for an 18 month contract position that is currently vacant. About Cidel Cidel is a Canadian-based global private bank and asset manager. We help high net worth individuals, families and institutions protect and grow their wealth. Our expertise spans three well-integrated service areas: Asset Management, Planning, Structuring & Trust, and Specialized Banking We are a unique firm in the way we combine the scale and capability of a large global bank, with the continuity and genuine commitment to service of a boutique firm. Description We are seeking a highly motivated and detail‑oriented Client Services Associate to join our Client Services team for 18 months. This role supports the delivery of exceptional client service by coordinating client onboarding, account maintenance, cash management, reporting, and regulatory documentation.

Requirements

Minimum 1-3 years of experience as a Client Service Administrator, Operations Administrator, or similar role within the financial services industry
Experience with regulatory documentation, tax reporting, wires, and/or back‑office custody operations preferred
Enrollment in or completion of the Canadian Securities Course (CSC) or a similar program preferred
Strong proficiency in Microsoft Office Suite
High attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively
Demonstrated ability to work collaboratively in a team‑based environment while delivering superior client service

Responsibilities

Ensure timely and accurate resolution of all client requests and inquiries
Monitor group email inboxes and coordinate responses to, client matters as required
Coordinate end‑to‑end onboarding of client accounts, including: Olympic contact setup and root reservation, Upload of documentation for compliance review and liaison with the Compliance team as required, Completion of final Olympic setup steps, Web access setup, Coordination with Operations for fund or omnibus account openings, Statement and duplicate statement setup, Website access setup, Fee setup, Estate management setup, where applicable
Create and maintain accurate client records across all systems
Maintain and organize client documentation on shared drives
Perform ongoing account maintenance in all applicable systems
Coordinate client cash requests, including: Instructing, tracking, and entering daily one‑off and scheduled Electronic Funds Transfers (EFTs) across multiple custodians, Instructing, tracking, and entering wire transfers, Processing cheque deposits and withdrawals
Coordinate W‑8, W‑9, CRS, NR and related tax forms with custodians, including: Daily updates to the Documents Portal, Tracking document expirations, Preparing forms for client execution and mailing, Tracking sent and received dates and following up as required, Uploading completed documentation
Assist in the preparation and distribution of client reports, including: Monthly corporate and year‑end account reports, One‑off statements or reports as requested by clients or internal stakeholders
Assist with annual registered plan tax reporting, including: RRSP contribution slips, RRSP, IPP, and RIF withdrawal slips, TFSA contribution and withdrawal reporting, Filings with custodians and/or the CRA
Support asset transfers in and out, including: Preparation of transfer forms (standalone or as part of account opening packages), Initiating and tracking transfers, Regular follow‑up with transfer counterparties, Monitoring transfers at custodians, Providing regular updates to Wealth Consultants, Entry of transfer details in Olympic
Support final account closing processes
Coordinate other asset movements, including charitable donations in and out
Assist with special projects as assigned by the Manager, including but not limited to: Document mailings, Document and directory maintenance, Account and system maintenance initiatives