Client Service Associate

Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.

The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are following governing regulations, internal policies and procedures.

Responsibilities

• Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in‑office and virtually, to assist Financial Consultants and/or Portfolio Managers in maintaining high standards of service for all MD clients.
• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.