Client Services Manager - $75k
Boutique Independent Investment Management Firm (Downtown) - Toronto, ON

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Client Services Manager - $75K
Boutique Independent Investment Management Firm (Downtown Toronto)


Client Services:

  • Answer client calls and immediately address, acknowledge and resolve client requests either by telephone or electronically
  • Manage, maintain and record all client interactions, inquiries and transactions on accounts via Salesforce and filing system
  • Set up new client accounts, including completing all forms, applications and documentation on behalf of the client in order to meet financial compliance needs
  • Prepare and distribute client reports
  • Update and maintain the procedures manual
  • Maintain office files and ensure that all subscriptions have been received and are compliant
  • Assist office with ongoing special projects for example, W8B updating and client updates

Accounting Support:

  • Assist with all AP,AR, Payroll, General Journal, reconciliations, financial statement preparation and review
  • Assist with annual audits
  • Trade entry, settlement management, reconciliations.
  • Updating marketing material
  • Prepare reports for regulators, keeping informed on regulatory changes and requirements for compliance records


  • Maintain filing system
  • Provide ongoing office administrative support
  • Control, anticipate and replenish supplies and office maintenance


  • Superior attention to detail - you need to be somebody who is obsessed with all details
  • Strong track record of exceptional client service (in any industry)
  • Strong interpersonal and exceptional communication skills
  • Ability to multi task and perform under pressure
  • Takes initiative to address areas of improvement
  • Experience working in a professional environment
  • Experience in a client facing role
  • University degree in business/commerce or economics or finance or math
  • Proficient in Microsoft Excel
  • Solid understanding of basic accounting principles

About this company
Company is an independent partner owned investment counselling firm. We pursue a disciplined value investment philosophy in managing the...