Advance your career with Fiera Capital as a Client Service Associate on a 12-month contract in Montreal. Support institutional clients in a bilingual role, assisting with key functions and processes.
In this full-time position, you will be part of a collaborative team, reporting to the Supervisor of Client Experience. Your responsibilities will include client support, business development, and administrative tasks focusing on institutional clients. Successful candidates will have a strong service outlook while managing portfolio data and coordinating account activities in both English and French.
Key Responsibilities:
• Maintain detailed knowledge of institutional client portfolios
• Oversee the opening and management of new accounts
• Facilitate investment policy modifications for clients
• Coordinate cash management activities with internal departments
• Prepare materials for quarterly client meetings
Requirements:
• Bachelor’s degree in Business Administra...