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Added 3 mins ago
FR
Accounts Payable Associate
FirstService Residential Canada
Vancouver, BC
- Full-time
Administration of electronic invoice processing platform as needed
Added 3 mins ago
CO
Special Projects Coordinator
City of Medicine Hat
Medicine Hat, AB
- Temporary
…opportunities, coordinate key stakeholders, and ensure the seamless administration of the economic development…
Added 3 mins ago
CH
Registered Nurse - Emergency
Covenant Health Canada
AB · Edmonton, AB
- Full-time
…Edmonton and the surrounding area with compassionate, full-service care that meets a wide range of health needs. The hospital is conveniently located near transit, parks and shops in the…
Added 3 mins ago
CH
Registered Nurse - Emergency
Covenant Health Canada
AB · Edmonton, AB
- Full-time
…development opportunities and the ease of urban living. This full-service hospital provides specialized care through units like emergency, surgery and neonatal intensive care - supporting…
Added 3 mins ago
CH
Registered Nurse - Emergency
Covenant Health Canada
AB · Edmonton, AB
- Internship
…Edmonton and the surrounding area with compassionate, full-service care that meets a wide range of health needs. The hospital is conveniently located near transit, parks and shops in the…
Added 18 mins ago
BS
Gestionnaire en formation à temps plein / Full-Time Management in Training
Browns Shoes
Pointe-Claire, QC
- Full-time
Service à la clientèle exceptionnel : Apprenez à reconnaître et à aborder les clients à la manière de Browns.
Added 25 mins ago
PC
Director, Operations
Provincial Credit Union
Charlottetown, PE
- Full-time
The Director, Operations provides strategic and operational leadership for PCU’s Core Banking, Lending Administration, and Deposit & Account Administration functions. This role is…
Added 30 mins ago
PC
Director, Member Experience
Provincial Credit Union
Charlottetown, PE
- Full-time
…members. This role leads the development of member journeys, service standards and service excellence practices, working collaboratively with leaders and teams across PCU to ensure the…
Added 33 mins ago
SA
Commercial insurance account manager
Synex Assurance
Levis, QC
- Full-time
…and complex files. Thanks to his eagle eye and great customer service skills, this person will play a central role in monitoring with insurers and will be an important reference for…
Added 33 mins ago
SA
Commercial insurance account manager
Synex Assurance
Quebec, QC
- Full-time
At Synex Assurance | Deslauriers, the customer is at the heart of our priorities. We stand out for our quality of work and our unparalleled customer service.
Added 33 mins ago
Supervisor, Visitor Experience (Program Admin Officer 3)
The Government of Nova Scotia
Shubenacadie, NS
…protection of forest, parks and wildlife resources and the administration of the province's Crown land. Together we are working with Nova Scotians to build a better future through…
Added 33 mins ago
Quality & Patient Safety Leader - Patient Safety
Nova Scotia Health and IWK Health
Halifax, NS
…plans to achieve the best outcomes in health care program and service delivery, safe care and continuous improvement to meet or exceed all accreditation…
Added 48 mins ago
RM
Supervisor, Centralized Scheduling
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Oversee the day-to-day operations of the Scheduling Department, ensuring timely, accurate, and consistent service delivery.
Added 48 mins ago
HE
Entry level direct Marketing Management Trainee
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
Our Management Training Program provides hands-on experience across sales and marketing, leadership development, administration, and management. You’ll learn by doing, work alongside…
Added 48 mins ago
AT
Receptionist (Maternity Leave Coverage)
ABSA, the pressure equipment safety authority
AB · Edmonton, AB
- Contract
…position, covering a maternity leave. ABSA is responsible for administration of pressure equipment safety services to the province of Alberta. This position plays a key role in providing…
Added 48 mins ago
YE
Customer Service & Billing Coordinator
Yukon Energy Corporation
Whitehorse, YT
- $36.12 to $43.13 CAD / hour
- Full-time
The Opportunity: Customer Service & Billing Coordinator
Added 48 mins ago
NA
NHSGGC Health Records Clerical Officer - Outpatient Call Centre
NHS Ayrshire & Arran
Saskatoon, SK
- Full-time
…patient records, arranging appointments, operating patient administration systems such as TrakCare, dealing with telephone and face-to-face enquiries, supporting clinic activity and…
Added 48 mins ago
NS
NHSGGC Health Records Clerical Officer - Outpatient Call Centre
NHS Scotland
Saskatoon, SK
- Full-time
…patient records, arranging appointments, operating patient administration systems such as TrakCare, dealing with telephone and face-to-face enquiries, supporting clinic activity and…
Added 48 mins ago
SA
Commercial insurance account manager
Synex Assurance
Quebec, QC
- Full-time
…and complex files. Thanks to his eagle eye and great customer service skills, this person will play a central role in monitoring with insurers and will be an important reference for…
Added 48 mins ago
BU
Labour relations specialist
Brandon University
Brandon, MB
- Full-time
Human resources management/personnel administration, general
Added 48 mins ago
J
Corporate secretary
JobsMedia.io
Montreal, QC
- Full-time
Added 48 mins ago
HT
A/P Administrator
Husky Technologies
Bolton, ON
- Full-time
Added 48 mins ago
GD
office assistant
Goodness Distributors
Richmond, BC
- Full-time
Added 48 mins ago
OC
technical sales specialist
Open Connection
Nanaimo, BC
- Full-time
Added 48 mins ago
Product Enablement Developer, Billing, Google Cloud
Google
Waterloo, ON
Experience creating content for technical audiences (e.g., developer documentation, industry white papers, Computer Science course material, IT administration playbooks).

Genus Capital Management

Senior Client Service Associate - Vancouver /Toronto

Vancouver, BC, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Apr 26, 2027
Experience: 3+ years of related or transferable work experience
Posting language: English
Posted: Oct 28, 2026

Original job description

About Genus

Genus is an independent investment counseling firm managing over $2.2 billion in assets on behalf of pension funds, endowments, trusts, foundations, and individuals across Canada.

Since 1989, we’ve been delivering innovative investment solutions to both institutions and families. For clients seeking to align their investments with their values, Genus offers a range of climate-friendly strategies grounded in environmental, social, and governance (ESG) principles - including our flagship Genus Fossil Free strategies. We also provide high-impact investment options that focus on global companies driving positive environmental and social change, while aiming to deliver strong long-term returns.

With offices in Vancouver and Toronto, Genus remains proudly independent and committed to helping our clients build a better future - financially and sustainably.

Job Purpose

Based in either Vancouver or Toronto, you will be a member of a collaborative, client-focused team, and contribute through strong communication and problem-solving abilities. This role involves delivering exceptional client service while providing administrative, marketing, and sales support to Portfolio Managers. You will also support overall team performance by mentoring and assisting colleagues, ensuring tasks are completed accurately, efficiently, and within deadlines.

This is a full time hybrid role.

Salary range $65,000 to $80,000 with a bonus and a competitive benefits package

Principal Accountabilities

Deliver a superior client experience by assisting clients and SOIs, earning their trust by responding to requests and questions in a timely manner.

Drive and take ownership of the onboarding process to ensure a seamless and positive start to the client relationship.

To communicate and work with Portfolio Managers and Associates to resolve any critical issues.

To assist in the production, mailing and tracking of quarterly reports and other marketing materials. 5. To administer client Registered Plan contributions, payments, transfers and withdrawals.

Maintain all pending plan transfers to ensure proper settlement and delivery.

Utilize contact management system for daily task management and client record-keeping.

Work with internal operational teams to resolve issues that may arise and respond to client inquiries 9. Understand the platform of investment products and services, enabling you to service clients

Undertakes and executes project work as directed fitting it in with own workload, to ensure that all own and project/strategic plan deliverables are met.

Experience/Qualifications Preferred

3+ years of related or transferable work experience
Able to communicate with clients about financial and taxation issues
Extensive Microsoft Word, Excel and Powerpoint experience including formatting, charting, importing charts and pictures.
SalesForce experience
University degree or equivalent
Canadian Securities Course

Job Competencies Required

In depth experience and knowledge of the administration of registered plans such as RRSPs, RRIFs, LIFs, TFSAs RESPs etc.
Good judgment coupled with the ability to set clear expectations and make sound decisions
Ability to prioritise and multi-task including superior time management skills
Ability to thrive in a fast paced, high-demand environment
Excellent attention to detail including strong numeracy skills
Experienced working independently, as well as in partnership with other team members

Genus Core Competencies

Positive and energetic approach to work
Flexible, innovative and open to change
Professional, organized, reliable and committed to quality of output
Team oriented, respectful of others, adds to success
Problem solving, sound decision making, good judgment
Excellent written and verbal communication skills
Technology driven

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More about this job

Responsibilities

Deliver responsive client service, manage client onboarding, and administer registered plan contributions, payments, transfers, and withdrawals. Support Portfolio Managers with reporting, marketing, sales, and project work while coordinating with colleagues and operational teams to resolve issues.

Requirements

The role prefers at least three years of related or transferable experience, a university degree or equivalent, and the Canadian Securities Course. Candidates should have in-depth knowledge of registered plans, strong Microsoft Office and Salesforce experience, and excellent communication, organization, judgment, and multitasking skills.

Skills

Client Service
Client Onboarding
Registered Plan Administration
Client Communication
Problem-Solving
Time Management
Prioritization
Attention To Detail
Numeracy
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Salesforce
Investment Products And Services
Marketing Support
Teamwork

Benefits

Bonus
Competitive Benefits Package

Visa sponsorship

Not detected in the job text

Keywords

Investment Management
Client Service
Portfolio Managers
Client Onboarding
Registered Plans
RRSP
RRIF
LIF
TFSA
RESP
Salesforce
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Canadian Securities Course
Investment Products
Investment Counseling
ESG
Fossil-Free Investing
Quarterly Reports
Marketing Materials
Client Record-Keeping
Plan Transfers
Numeracy
Time Management
Problem-Solving

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