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Added 9 hours ago
Administrator, Exempt Securities
Olympia Financial Group Inc
Calgary, AB
An Administrator’s primary responsibility is account administration through the processing of various client based financial and non-financial transactions, adhering to required timelines…
Added 9 hours ago
Senior Pension Fund Administrator - 12-month contract
Ontario Teachers' Pension Plan
Toronto, ON
Full-time
The Pension Fund Administration team governs and manages the activities to ensure the timely processing and accurate maintenance of the benefit payments and contribution records. The Senior…
Added 20 hours ago
ADMINISTRATIVE STAFF SPECIALIST I (BAND LEVEL 5)
Memorial University, Newfoundland and Labrador
St. John's, NL
Full-time
Reporting to the Manager of Human Resources, but collaborating with the Human Resources Administrator, using independent judgement to triage and prioritize cases within the department of…
Added 1 month ago
Front Desk Administrator
Key West Ford Sales
New Westminster, BC
Part-time
Customer service-oriented mindset with excellent interpersonal skills
Added 2 days ago
State Prog Admin Tech Spec - Records Production Specialist
Minnesota Direct Care and Treatment
Moose Lake 31A, MB · Moose Lake, MB
Full-time
Job Class: State Program Administrator, Technical Specialist
Added 3 days ago
Operations Administrator
BMO
Toronto, ON · FCP
Full-time
Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related…
Added 8 days ago
New Business Administrator
iA Financial Group
Calgary, AB · Edmonton, AB · Vancouver, BC · Winnipeg, MB
Full-time
PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide…
Added 3 days ago
Account Transfer Administrator
iA Financial Group
Toronto, ON · Montreal, QC
Full-time
…confident and secure about their future? As an Account Transfers Administrator, you will play a key role in processing account…
Added 2 days ago
SSC Service Center Administrator
Raise
Calgary, AB
Full-time
The SSC Service Center Administrator will provide procurement administration support for Corporate, Capital, and Atlantic Operations. The role is responsible for managing the end-to-end…
Added 3 days ago
Sr. Administrator - Milvus Trade Capture
Royal Bank of Canada
Toronto, ON
Full-time
…RBC Investor Services. It supports accurate and timely trade processing while ensuring operational efficiency, risk management, and regulatory compliance. The role also focuses on…
Added 3 days ago
Sr. Administrator - Milvus Trade Capture
RBC
Toronto, ON
Full-time
…RBC Investor Services. It supports accurate and timely trade processing while ensuring operational efficiency, risk management, and regulatory compliance. The role also focuses on…
Added 2 days ago
Corporate Accounts Payable Administrator
ALLMAR INC.
Winnipeg, MB
$50,000 to $60,000 CAD / year
Full-time
We are seeking a full time Corporate Accounts Payable Administrator to join our Head Office in Winnipeg. The Corporate Accounts Payable Administrator is expected to have a strong…
Added 3 days ago
Administrative Talent Pool (AS3, AS4) - Peace River
Government of Alberta
Peace River, AB
3. Financial Support - Provide financial and administrative support by processing and reviewing financial documents related to expenditures, reconciliations, petty cash, and other routine…
Added 2 days ago
Purchasing Administrator - Adult Services
Extend-A-Family Waterloo Region
Kitchener, ON
$24.14 to $25.6 CAD / hour
Full-time
As a key member of our administrative support team, the Purchasing Administrator helps ensure the smooth running of the agency processing invoices and purchase requests on behalf of…
Added 2 days ago
Store Administrator, Hourly Part Time Day
Loblaw Companies Limited
Toronto, ON
Part-time
…sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial objectives of the…
Added 3 days ago
Accounts Receivable Administrator
Aston Carter
Toronto, ON · Scarborough, Ontario
$21 to $25 CAD / hour
Contract
The Accounts Receivable Administrator plays a key role in supporting the full accounts receivable cycle, focusing on accurate invoice processing, collections, and customer account…
Added 3 days ago
Accounting Assistant
City of Edmonton
Edmonton, AB
…the city’s tree canopy and delivering exceptional customer service to our business…
Added 2 days ago
AP and Accounting Associate
Canada Gives
Toronto, ON
$60,000 to $70,000 CAD / year
Full-time
…and families in achieving their philanthropic goals. As the administrator of one of Canada’s leading donor-advised fund platforms, DSI provides the operational, financial, and governance…
Added 3 days ago
Property Administrator Assistant - 15 Month Contract
Canadian Tire Corporation
Calgary, AB · CT REIT Calgary
Full-time
The Property Administrator Assistant is a key member of the Property Management Team and provides day-to-day administrative support. Reporting to the Property Manager the incumbent is…
Added 2 days ago
Account Payable Administrator
Canadian Standards Association
Toronto, ON
$2,346.2 CAD / week
Full-time
…through one of the following methods: cheque, Bill Pay (web service) RBC/BofA EFTs and Wires. Responsible for selection of appropriate bank account from which payments are to be made…
Added 4 days ago
Claims Administrator
Securian Canada
Toronto, ON
$45,000 to $55,000 CAD / year
Full-time · Temporary
As a Claims Care Administrator, you are an integral member of the Claims team, responsible for supporting daily administrative operations and ensuring an efficient workflow within the…
Added 3 days ago
Client Services Associate - September 2026
Cidel
Toronto, ON
Contract · Temporary
Minimum 1-3 years of experience as a Client Service Administrator, Operations Administrator, or similar role within the financial services industry
Added 2 days ago
Client Services Associate - September 2026
Cidel
Toronto, ON
Contract
Minimum 1-3 years of experience as a Client Service Administrator, Operations Administrator, or similar role within the financial services industry
Added 2 days ago
Property Administrator Assistant - 15 Month Contract
CT REIT
Calgary, AB
Full-time
The Property Administrator Assistant is a key member of the Property Management Team and provides day-to-day administrative support. Reporting to the Property Manager the incumbent is…
Added 3 days ago
Bilingual Senior Administrator - Securitization
CMHC - SCHL
Toronto, ON · Ottawa, ON · Montreal, QC
Join the Securitization Operations team, in the Bilingual Senior Administrator - Securitization position, where we support availability of mortgage funding to Approved Issuers in all…

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.

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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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