Senior Associate, Client Experience (18-month Contract)

Position description

What we are looking for:

Under the supervision of the Manager, Client Experience, Institutional Markets, depending on the experience and expertise, the role could be Associate or Senior Associate. The incumbent will assist Institutional Client Managers in the administrative, client support and business development activities for Fiera’s institutional clients. Our day-to-day is conducted in both English and French, to reflect the needs of our client base.

Your responsibilities:

Maintain expert knowledge on the specific characteristics and features of the various portfolios for which the client manager is responsible, with a view to responding promptly and effectively to any client requests for data;
Oversee the opening of new accounts by coordinating the implementation of new portfolios with the relevant departments (portfolio administration, compliance, portfolio managers, performance). Able to handle and take the lead on client transitions and onboardings with increasing complexity;
Facilitate modifications in investment policies for each account (update appropriate systems, advise and follow-up with the Compliance department);
Able to navigate complex situations through collaboration with others and a continuous improvement mindset
Coordinate effective cash management activities (cash inflows/outflows) with appropriate internal departments;
Coordinate with internal operations teams on any operation issues projects (ex: trade support, cash admin, transition team, etc.);
Assist in preparing custom periodic client reports and commentaries for Financial Intermediary client;
Record and update client contacts and other related information in appropriate CRM system;
Review and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely manner once approval has been obtained by client managers;
Ensure that all documents presented to clients (quarterly meetings or ad hoc requests) reflect information that is both complete and of the highest quality, and are produced within the required timelines;
Build presentations and prepare documents for quarterly client meetings as required;
Collaborate with other members of the team on common projects (special events, process enhancements, internal investment review calls etc.); and provide back-up to other Client Service Associates when necessary.

Required skills / Experience

Must have requirements to be successful in this role:

Bachelor’s degree in Business Administration or related field will be considered an important asset, however we will consider a mix of academic and relevant practical experience;
Enrollment or completion of CSC or the CFA program is an asset;
Minimum of 3 years of relevant experience providing client service support to institutional or financial intermediary clients within the financial services industry;
Effective communication and interpersonal skills, fluently both in French and English;
Thorough knowledge of the financial industry and of investment portfolios and products;
Exemplary service orientation and sound judgment;
Ability to handle multiple tasks while maintaining high degree of accuracy and attention to details;
Autonomous, innovative, proactive and sense of urgency;
Knowledge of CRM systems is an asset;
Strong knowledge of Microsoft Windows (PowerPoint, Excel, Word, Outlook);
Knowledge of Bloomberg, Morningstar or Evestment is an asset.

For all positions in Quebec (Montreal and Laval), proficiency in French, both spoken and written, is mandatory. Working English proficiency is also required in order to serve our offices and clients around the world.

Fiera Capital subscribes to the principle of employment equity. Our staff is our most valuable asset, and our goal is to create an inclusive and equitable environment where everyone can achieve their true potential.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, colour, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, or on the basis of disability, genetic information or any other federal, state, or local protected class. Fiera Capital will not tolerate any form of discrimination or harassment.

All staffing decisions, including hiring and promotion decisions, will be based on merit, skills, performance, and business needs. We are pleased to receive applications from qualified individuals from a variety of backgrounds. Job applicants who are individually selected for an interview will be notified that accommodations are available upon request. If a selected participant requests accommodation, Fiera Capital shall consult with the applicant and provide, or arrange for the provision of, suitable accommodation in a manner that considers the applicant’s accessibility needs due to disability.

Please stay vigilant and never share personal or confidential information during this hiring process, unless it is through Mintz Global Screening, the secure platform we use to exchange such information. If in doubt, or if you think you have been a victim of fraudulent manoeuvres during your hiring process, please contact us.

Please note that job titles indicated in job postings may differ from internal job titles. Accordingly, offers of employment may not reflect job titles indicated in job postings.

We thank all applicants for their interest in a career with Fiera Capital. We will only contact those selected for an interview.

Senior Associate, Client Experience (18-month Contract)

Senior Associate, Client Experience (18-month Contract)

How to Apply