Client Services Associate

Job Description

Client Service Associate

Location: Downtown Toronto, ON, Hybrid (initial 3 months primarily on-site for training, then 3 days per week in office)

Language: English, fluent in written and spoken communication

Background Check Requirement: Criminal, credit, and education checks required

About the Opportunity

This is a people-first opportunity to join a growing private wealth management firm that advises high-net-worth individuals and families across Canada. As a Client Service Associate, you will play a key role in ensuring clients receive thoughtful, accurate, and highly responsive service, supporting long-term relationships built on trust and consistency.

You will work closely with a collaborative client service and operations team, alongside Portfolio Managers and Relationship Managers who value professionalism, kindness, and teamwork. This is a role where your attention to detail truly matters, and where your contributions directly support both client confidence and firm-wide success.

What's in it for You

You will join a close-knit, respectful workplace that values loyalty, learning, and balance. The firm offers strong mentorship, structured training, and the chance to grow your career within a stable and well-established organization.

You can expect competitive compensation with bonus potential, comprehensive benefits, RRSP matching, and real long-term opportunities for those who thrive.

Your Responsibilities

• You'll coordinate and review quarterly client statements, ensuring timely and accurate delivery.
• In this role, you'll manage client cash requests and maintain detailed cash management records.
• You'll prepare client documentation including onboarding forms, KYCs, and ongoing account updates.
• You'll support account openings and liaise with the custodian on operational and account-related inquiries.
• You'll reconcile transactions within the portfolio management system for internal and client reporting.
• You'll assist Portfolio and Relationship Managers with meeting materials and client servicing needs.

Skills and Qualifications

• 4-5+ years of client service experience within wealth or investment management.
• Post-secondary education in Business, Finance, or a related field.
• Experience with portfolio management systems and CRM platforms, Salesforce or similar.
• Strong organizational skills with a high level of accuracy and accountability.
• Clear communication skills and a collaborative, service-oriented mindset.

Note from the Hiring Manager

"We're looking for someone who enjoys being part of a team, takes pride in doing things well, and is excited to grow with us over the long term. Attitude and curiosity matter just as much as experience here."

Why Partner with Altis

If you've never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if you're a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.