Client Services & Operations Associate

Sagard • Toronto, ON

1d • Onsite

About The Position

Sagard is a multi-strategy alternative asset management firm active in venture capital, private equity, private credit and real estate. Sagard also engages in private wealth management through Sagard Wealth. Founded in 2016 and guided by the core values of entrepreneurship, innovation, collaboration, rigour and authenticity, Sagard has experienced outstanding growth. Today, the firm has more than US$45 billion under management, 190 portfolio companies and 540 professionals. Sagard is well positioned to continue to grow substantially, organically and inorganically, pursuing its vision of becoming one of the best-performing investment management firms. Headquartered in Canada, Sagard currently has offices in Canada, the United States, Europe and the Middle East. More at https://www.sagard.com Sagard Wealth: At Sagard Wealth, we are an independent investment advisory firm that combines institutional-quality investing with a comprehensive range of financial solutions to help each family and each generation build and sustain wealth responsibly. We fulfill this purpose by cultivating close family relationships that deepen our understanding of individual styles, aspirations, and challenges. Position Overview: We are currently looking for an outstanding individual to join our organization as a Client Services & Operations Associate at our Sagard Wealth team in Toronto.

Requirements

• 3 to 5+ years in investment operations, fund administration, or client services within a Canadian wealth management or asset management firm.
• Working knowledge of trade lifecycle, settlement processes, Canadian account types, and regulatory frameworks (CIRO, NI 31-103, FINTRAC).
• Bachelor's degree in business, finance, or accounting; CSC or equivalent designation is an asset.
• Proficiency with portfolio management platforms (e.g., Dataphile, Univeris, IRESS) and advanced Excel skills.
• Experience with, or strong aptitude to learn, AI and automation tools including LLMs, workflow automation, and intelligent document processing.
• Strong analytical skills, exceptional attention to detail, and ability to manage high-volume concurrent tasks.
• Curious, self-motivated, and accountable, with strong communication skills and a continuous improvement mindset.
• Execution-oriented and fluent in English; proficiency in French is an asset.

Nice To Haves

• CSC or equivalent designation is an asset.
• Proficiency in French is an asset.

Responsibilities

• Perform daily cash and position reconciliations across custodians and portfolio management systems, investigating and resolving discrepancies.
• Ensure accurate and timely settlement of trades, cash movements, and FX transactions, coordinating with custodians and dealers.
• Support subscription and redemption processing for pooled funds and managed accounts, including NAV verification and settlement confirmation.
• Monitor corporate action events including dividends, splits, and reorganizations, ensuring accurate account updates.
• Facilitate end-to-end client onboarding including account opening, KYC/AML processing, and coordination with custodians and transfer agents.
• Process registered (RRSP, TFSA, RESP, RRIF, LIRA, LIF) and non-registered account applications, ensuring CIRO and FINTRAC compliance.
• Manage ongoing account maintenance and coordinate with tax, legal, and compliance teams on complex account structures.
• Support data collection, validation, and delivery for client reporting, regulatory filings, and management information requests.
• Identify operational inefficiencies and leverage AI and automation tools to streamline processes and improve accuracy.
• Support special projects including fund launches, platform migrations, and vendor evaluations.

Benefits

• Sagard is an equal opportunity employer, which values diversity in the workplace. We are therefore happy to accommodate any individual. If you require accommodation in order to participate in the hiring process, please contact the People & Culture team to make your needs known in advance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level