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Added 7 hours ago
Theatr Clwyd Trainee Director
Theatr Clwyd
Montreal, QC · Urban agglomeration of Montreal, QC
Contract
…Weston theatres, and other discreet projects during the 18-month traineeship. These productions will include a new play Emerald & Pearl, a new adaptation of Ibsen’s A Doll’s House, a new…
Added 8 hours ago
Sales Operations Senior Associate (18 month contract) - 009 EN
Export Development Canada | Exportation et développement Canada
Remote, Canada
Contract · Remote
The Sales Operations team is seeking a proactive, analytical, and resourceful Senior Associate to support business development professionals across EDC’s regional offices. Reporting to the…
Added 8 hours ago
Sales Operations Senior Associate (18 month contract) - 009 EN
Export Development Canada | Exportation et développement Canada
Ottawa, ON
$65,172 to $86,898 CAD / year
Contract
The Sales Operations team is seeking a proactive, analytical, and resourceful Senior Associate to support business development professionals across EDC's regional offices. Reporting to the…
Added 13 hours ago
Human Resources Associate
The Skyline Group of Companies
Guelph, ON
Contract
…our Human Resources team for the position of Human Resources Associate located at our office in Guelph, Ontario for an 18 month…
Added 1 day ago
Commis d'entrepôt (Horaire jour - contrat de 3 mois) | Warehouse Associate (Day Shift- 3-month contract)
Altitude Sports
Montreal, QC
Full-time
As a warehouse employee on a contract until December 6 2026, you'll contribute to warehouse operations by assembling and shipping our customers' web orders. You'll be called upon to move…
Added 1 day ago
Commis d'entrepôt (Horaire jour - contrat de 3 mois) | Warehouse Associate (Day Shift- 3-month contract)
Altitude-sports.com
Montreal, QC
Full-time
As a warehouse employee on a contract until December 6 2026, you'll contribute to warehouse operations by assembling and shipping our customers' web orders. You'll be called upon to move…
Added 2 days ago
Distribution Center Operations Supervisor - 6 Month Contract
TJX Canada – Winners, Marshalls, HomeSense
Delta, BC
$76,620 to $107,268 CAD / year
Full-time
We're seeking a Distribution Center Operations Supervisor - 6 Month Contract to join our fast-paced, dynamic Distribution Centre team! This is your chance to step into a leadership role…
Added 2 days ago
Culinary Specialist 12-18 Month Contract
Sysco
Vancouver, BC · Sysco Vancouver
Full-time
…learning • Sysco product discounts • Preferred vendor discounts • Associate Resource…
Added 2 days ago
Distribution Center Operations Supervisor - 6 Month Contract
The TJX Companies, Inc.
Delta, BC · CAN TJX Canada Distribution Centre Churchill Street
$76,620 to $107,268 CAD / year
Full-time
We're seeking a Distribution Center Operations Supervisor - 6 Month Contract to join our fast-paced, dynamic Distribution Centre team! This is your chance to step into a leadership role…
Added 3 days ago
(CAN) Team Leader, Asset Protection [12 Month Contract] Tuesday to Saturday 8:30AM to 5:30 PM
Walmart Canada
Milton, ON
Contract
…workplace to maintain its site safety, physical security and Associate…
Added 3 days ago
Furniture Parts Associate
Leons Furniture Limited
Mississauga, ON
$19 to $21 CAD / hour
Contract
18-Month Maternity Leave Contract (Monday – Friday – Days)
Added 3 days ago
Associate, Wealth Management - 18 month contract
Royal Bank of Canada
Mississauga, ON
Full-time
The RBC Dominion Securities Branch located in Mississauga, ON is looking for an Associate to join the team in maintaining, developing and growing an Investment Advisor's business by…
Added 4 days ago
General Manager ( Temporary 12-18 Month Contract - Maternity Leave)
Avolta
Calgary, AB
Uses judgment and discretion to resolve customer and associate questions and problems and determines when to refer more complex issues to senior level leaders
Added 4 days ago
Business Process Lead- 18 month contract
The Home Depot Canada
Toronto, ON
Full-time
The Business Process Lead will support store processes designed to improve associate experience and sales driving activities within the Canadian division. The successful candidate will have…
Added 5 days ago
(CAN) Distribution Centre Team Associate - Asset Protection - 6 Month Contract
Walmart Canada
Moncton, NB
Contract
Added 5 days ago
(CAN) Distribution Centre Team Associate - Transportation Operations (Temporary 10 Month Contract Full-Time)
Walmart Canada
Calgary, AB
Full-time · Contract
Added 6 days ago
Customer Service Coordinator - 12 Month Contract
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
$52,230 to $73,122 CAD / year
Full-time
We’re looking for a Customer Service Coordinator - 12 Month Contract to join our team and play a key role in supporting customers across WINNERS, HomeSense, and Marshalls stores throughout…
Added 6 days ago
Customer Experience Associate (18-Month Contract) - Edmonton Financial Centre, AB (30 Hours/Week)
Scotiabank
Edmonton, AB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 6 days ago
Customer Service Coordinator - 12 Month Contract
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
$52,230 to $73,122 CAD / year
Full-time
We’re looking for a Customer Service Coordinator - 12 Month Contract to join our team and play a key role in supporting customers across WINNERS, HomeSense, and Marshalls stores throughout…
Added 6 days ago
Mail & Document Processing Associate
Recrute Action
Toronto, ON · Scarborough, Ontario
Contract
Added 6 days ago
Associate Digital Marketing Manager (18-Month Contract)
Picton Mahoney Asset Management
Toronto, ON
Contract
We're looking for a detail-oriented and digitally savvy Associate Digital Marketing Manager to join our high-performing Marketing team on a 18-month contract, providing coverage for a…
Added 11 days ago
Client Services Associate - September 2026
Cidel
Toronto, ON
Contract · Temporary
This posting is for an estimated 18 month contract position
Added 10 days ago
Client Services Associate - September 2026
Cidel
Toronto, ON
Contract
This posting is for an estimated 18 month contract position
Added 11 days ago
Assistant Manager - London SmartCentre (18 Month Contract)
Old Navy
London, ON
Full-time
Recruit, hire and develop highly productive Brand Associate and Expert teams.
Added 11 days ago
Cannabis and Substance Use Prevention (CSUP) and Statewide Health Improvement Partnership (SHIP) Grants Management, Planner Principal State
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
Full-time
Additional duties include contract administration, financial analysis, coordinating contract and amendment drafting and review, contributing to policy and procedure development, and…

Cidel

Client Services Associate - September 2026

Toronto, ON, Canada

Job type: Contract
Apply by: Oct 18, 2026
Experience: Minimum 1-3 years of experience as a Client Service Administrator, Operations Administrator, or similar role within the financial services industry
Posting language: English
Posted: Sep 18, 2026

Apply About employer

Applications open in a new tab.

Original job description

This posting is for an estimated 18 month contract position

About Cidel

Cidel is a Canadian-based global private bank and asset manager. We help high net worth individuals, families and institutions protect and grow their wealth. Our expertise spans three well-integrated service areas:

Asset Management,
Planning, Structuring & Trust, and
Specialized Banking

We are a unique firm in the way we combine the scale and capability of a large global bank, with the continuity and genuine commitment to service of a boutique firm.

Description

We are seeking a highly motivated and detail‑oriented Client Services Associate to join our Client Services team for 18 months. This role supports the delivery of exceptional client service by coordinating client onboarding, account maintenance, cash management, reporting, and regulatory documentation.

Areas Of Focus Will Include

Client Service & Relationship Support

Ensure timely and accurate resolution of all client requests and inquiries
Monitor group email inboxes and coordinate responses to, client matters as required

Client Account Onboarding

Coordinate end‑to‑end onboarding of client accounts, including:

Olympic contact setup and root reservation
Upload of documentation for compliance review and liaison with the Compliance team as required
Completion of final Olympic setup steps
Web access setup
Coordination with Operations for fund or omnibus account openings
Statement and duplicate statement setup
Website access setup
Fee setup
Estate management setup, where applicable

Client Record Maintenance

Create and maintain accurate client records across all systems
Maintain and organize client documentation on shared drives
Perform ongoing account maintenance in all applicable systems

Cash Management & Payments

Coordinate client cash requests, including:

Instructing, tracking, and entering daily one‑off and scheduled Electronic Funds Transfers (EFTs) across multiple custodians
Instructing, tracking, and entering wire transfers
Processing cheque deposits and withdrawals

Tax & Regulatory Documentation

Coordinate W‑8, W‑9, CRS, NR and related tax forms with custodians, including:

Daily updates to the Documents Portal
Tracking document expirations
Preparing forms for client execution and mailing
Tracking sent and received dates and following up as required
Uploading completed documentation

Client Reporting

Assist in the preparation and distribution of client reports, including:

Monthly corporate and year‑end account reports
One‑off statements or reports as requested by clients or internal stakeholders

Registered Plan & Tax Reporting Support

Assist with annual registered plan tax reporting, including:

RRSP contribution slips
RRSP, IPP, and RIF withdrawal slips
TFSA contribution and withdrawal reporting
Filings with custodians and/or the CRA

Asset Transfers & Account Closures

Support asset transfers in and out, including:

Preparation of transfer forms (standalone or as part of account opening packages)
Initiating and tracking transfers
Regular follow‑up with transfer counterparties
Monitoring transfers at custodians
Providing regular updates to Wealth Consultants
Entry of transfer details in Olympic

Support final account closing processes
Coordinate other asset movements, including charitable donations in and out

Special Projects

Assist with special projects as assigned by the Manager, including but not limited to:

Document mailings
Document and directory maintenance
Account and system maintenance initiatives

Requirements And Key Competencies

Minimum 1-3 years of experience as a Client Service Administrator, Operations Administrator, or similar role within the financial services industry
Experience with regulatory documentation, tax reporting, wires, and/or back‑office custody operations preferred
Enrollment in or completion of the Canadian Securities Course (CSC) or a similar program preferred
Strong proficiency in Microsoft Office Suite
High attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively
Demonstrated ability to work collaboratively in a team‑based environment while delivering superior client service

Please apply via Bamboo

Please note that artificial intelligence (AI) tools may be used during the recruitment process to assist in screening, assessing, or selecting applicants. All AI assisted evaluations are conducted in accordance with applicable privacy and employment standards.

We welcome applications from individuals of all abilities, backgrounds, and experiences. Reasonable accommodations are available on request for candidates taking part throughout the hiring process to support equitable access and participation. Only successful candidates will be contacted.

Apply About employer

More about this job

Responsibilities

The Client Services Associate will coordinate end-to-end client onboarding, account maintenance, and regulatory documentation. They will also manage cash requests, assist with client reporting, and support asset transfers and account closures.

Requirements

Candidates should have 1-3 years of experience in a client service or operations role within the financial services industry. Proficiency in Microsoft Office and knowledge of regulatory documentation or tax reporting is preferred.

Skills

Client onboarding
Account maintenance
Cash management
Regulatory documentation
Tax reporting
Asset transfers
Client reporting
Microsoft Office Suite
Financial services
Compliance
Wire transfers
Electronic funds transfers
Estate management
Data entry
Relationship support

Visa sponsorship

Not detected in the job text

Keywords

Client Services
Asset Management
Private Banking
Onboarding
Compliance
Regulatory Documentation
Tax Reporting
W-8
W-9
CRS
NR
Wire Transfers
EFT
Olympic
Wealth Management
Canadian Securities Course
CSC
Account Maintenance
Financial Services
Back-office Operations
RRSP
TFSA
RIF
IPP
Asset Transfers
Client Reporting
Microsoft Office
Data Management
Cash Management
Estate Management

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