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Private Client Associate
Akkodis
Toronto, ON
Contract
Support Private Client Service Associates and Portfolio Managers on client requests.
Added 1 day ago
Associate, Private Client Group
Beutel, Goodman & Company Ltd.
Toronto, ON
Full-time
The Associate will work closely with Portfolio Managers to support high-net-worth clients within the Beutel Goodman Private Client Group (PCG). As a key contact for administrative matters,…
Private Client Associate
RBC
Quebec, QC
Full-time
…members of the team in providing daily portfolio maintenance administration and superior service to high-net-worth clients of RBC Phillips, Hager & North Investment Counsel…
Private Client Associate
Royal Bank of Canada
Quebec, QC
Full-time
…members of the team in providing daily portfolio maintenance administration and superior service to high-net-worth clients of RBC Phillips, Hager & North Investment Counsel…
Private Client Associate- EN
RBC
Quebec, QC
Full-time
…members of the team in providing daily portfolio maintenance administration and superior service to high-net-worth clients of RBC Phillips, Hager & North Investment Counsel…
Added 11 hours ago
Client Service Associate, Private Wealth
BMO
Oakville, ON · OAKPLACE
Full-time
The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff, and Private Wealth branch operations with day-to-day administration and provides…
Client Service Associate, Private Wealth
BMO
Toronto, ON · CLAIRE
Full-time
The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…
Private Equity Fund Administration - Associate
JPMorgan Chase & Co.
Toronto, Ontario
Full-time
You will be involved in daily client interactions where you will manage expectations, balance multiple priorities and work in a team setting to deliver accurate and timely reporting to…
Client Coordinator (Private Tax), Senior Associate (Bilingual FR/EN)
PwC
Calgary, AB · Edmonton, AB · Vancouver, BC · Winnipeg, MB · Saint John, NB · Halifax, NS · London, ON · Ottawa, ON · Toronto, ON · Vaughan, ON · Waterloo, ON · Windsor, ON · Montreal, QC · Quebec, QC
Full-time
Entrepreneurial & Private Business (EPB) - Private Clients
Senior Associate, Private Banker, International Private Banking - Toronto, ON
Scotia Wealth Management
Toronto, ON
Full-time
The Senior Associate Private Banker is a role focused on junior portfolio management. The role is designed to provide a successful incumbent with the necessary skills and experience to…
Senior Associate, Private Banker, International Private Banking - Toronto, ON
Scotiabank
Toronto, ON
The Senior Associate Private Banker is a role focused on junior portfolio management. The role is designed to provide a successful incumbent with the necessary skills and experience to…
Manager, Associate Private Bankers
Scotiabank
Saskatoon, SK
As a leader of an Associate Private Banking team the incumbent contributes to the Private Banking’s success through leading the delivery of sound advice and administration of the Private…
Associate - Client Relations
RPIA
Toronto, ON
Full-time
We are currently seeking a full-time permanent Associate to join our Client Relations team.
Senior Associate, Client Experience
Wellington-Altus
Vancouver, BC
Full-time
…Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,…
Private Wealth Associate
Power Staffing Solutions
Toronto, ON · Greater Toronto Area, Canada
Full-time
We are looking for an Associate, Private Wealth to join their Toronto team. This is a hands-on analytical and operational role supporting both Private Wealth and Tax & Estate Planning, with…
Added 2 days ago
Associate, Private Wealth
Fiera Capital
Calgary, AB
Full-time
Under the supervision of the Senior Investment Counsellor and Head of Private Wealth Western Canada, the Associate is primarily responsible for providing a very high quality, personalized…
Associate Private Banker
Scotiabank
Edmonton, AB
We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and…
Associate Private Banker - Vancouver
Scotiabank
Vancouver, BC
We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and…
Private Banking Associate
RBC
Winnipeg, MB
Full-time
As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email…
Private Banking Associate
Royal Bank of Canada
Winnipeg, MB
Full-time
As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email…
Private Banking Associate
Royal Bank of Canada
Victoria, BC
Full-time
As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email…
Private Banking Associate
RBC
Victoria, BC
Full-time
As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email…
Client Service Associate London, ON
Scotiabank
London, ON
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,…
Client Service Associate London, ON
Scotia Wealth Management
London, ON
Full-time
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,…
Senior Associate, Nexus, Client Delivery
MUFG Investor Services
Toronto, ON
$72,000 to $105,600 CAD / year
Full-time
The Senior Associate will play a key role in the delivery of fund administration services to private market clients with a focus on private equity structures. This role is responsible for…

RPIA

Associate - Client Relations

Toronto, ON, M5R 2E3, Canada

Pay: Compensation Range: $60,000 – $75,000 base salary, additional compensation may be available
Job type: Full-time

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

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Responsibilities

The Associate will provide operational and administrative support to the Client Relations team, including managing client onboarding, transaction documentation, and KYC records. They are also responsible for maintaining CRM data integrity and coordinating with internal and external stakeholders to ensure efficient service delivery.

Requirements

Candidates must hold a degree or diploma in Business Administration, Finance, or a related field. A minimum of two years of experience in an administrative, operations, or financial services support role is required, along with proficiency in CRM systems and Microsoft Office.

Experience

2 to 5 years

Education

bachelor degree

Working hours

40 hours per week

Work arrangement

On-site

Skills

Client onboarding
Transaction administration
KYC administration
CRM maintenance
Salesforce
Data integrity
Operational support
Administrative support
Reporting
Communication
Time management
Attention to detail
Problem-solving
Microsoft Office Suite
Backstop
Financial services

Benefits

Health insurance
Dental insurance
Vision insurance
Health care spending credits
Wellness credits
Employee and family assistance program
Mentorship program
Leadership skills training

Visa sponsorship

Not detected in the job text

Keywords

Client Relations
Operations
Onboarding
KYC
Salesforce
Backstop
Microsoft Office
Data Integrity
Financial Services
Account Administration
Reporting
Administrative Support
Investment Operations
CRM
Document Management
Stakeholder Management
Process Improvement
Regulatory Compliance
Client Experience
Asset Management

Original job description

We are currently seeking a full-time permanent Associate to join our Client Relations team.

As an Associate in the Client Relations, you will be responsible for providing high-quality operational and administrative support to the Client Relations team, ensuring accuracy, efficiency, and a seamless client experience. You will help maintain data integrity, support operational excellence, and reduce administrative risk. Reporting directly to the Manager of Client Relations, your role will be essential in ensuring smooth day-to-day operations, supporting scalable growth, and enabling the Client Relations team to focus on client engagement and relationship management.

The duties and responsibilities of the Associate, Client Relations include but are not limited to:

• Client Onboarding: Coordinates all administrative aspects of the client onboarding process, including account setup, documentation preparation, record maintenance, and system updates. Ensures client information is accurately captured, documentation is completed in a timely manner, and onboarding requirements are fulfilled to support a seamless client experience.

• Transaction Administration & Documentation: Coordinates the preparation, collection, and processing of client transaction documentation. Ensures documentation is complete and accurate, monitors transaction progress, and works with internal and external stakeholders to facilitate timely and efficient transaction processing.

• Client Service Support: Supports the Client Relations team in delivering a high-quality client experience by preparing client materials and meeting packages, coordinating meeting logistics and follow-ups, tracking requests and action items, and ensuring timely resolution of administrative inquiries.

• KYC Administration: Assists with the preparation, maintenance, and tracking of KYC documentation and records, ensuring information is updated accurately and in a timely manner to support regulatory and firm requirements.

• CRM Maintenance: Maintains the accuracy and integrity of client information within Salesforce by updating client records, documenting client interactions, managing account-related data, and ensuring information is complete, current, and properly recorded to support reporting and client service activities.

• Recurring Reporting: Compiles and distributes recurring standardized client reporting materials and supporting documentation ensuring accuracy, consistency, and timely delivery, while maintaining distribution lists and tracking delivery timelines to support effective client communication and service delivery.

• Cross-Functional Coordination: Liaises with internal teams, fund administrators, custodians, and service providers to support account setup, transaction processing, exception requests, and issue resolution.

• Process Improvement Support: Supports the continuous enhancement of operational processes and administrative workflows by identifying efficiencies and contributing to initiatives that improve the client and team experience, enhance scalability and reduce operational risk.

• Additional Support: Performs other duties as required.

Critical Competencies

• Service Excellence – Delivers high-quality, accurate, and timely administrative support to clients, internal teams, and service providers.

• Attention to Detail – Maintains accuracy in onboarding documentation, transaction processing, KYC records, CRM updates, and document filing.

• Organization & Time Management – Manages multiple priorities, deadlines, and recurring workflows effectively while ensuring tasks are completed on time.

• Technical Proficiency – Demonstrates comfort working across CRM systems, document management tools, and operational platforms such as Salesforce, Backstop, and Microsoft Office Suite.

• Problem-Solving & Initiative – Identifies potential issues proactively, escalates and helps resolve in a timely manner through effective communication and follow up with the relevant stakeholders.

• Communication – Communicates clearly and professionally both verbally and in writing when working with clients, internal stakeholders, and external service providers.

• Accountability – Takes ownership of assigned responsibilities, follows through to completion, and takes pride in the quality of work provided.

• Teamwork – A reliable collaborator who values a team-first approach and is willing to pitch in wherever support is needed.

Requirements

Degree or diploma in Business Administration, Finance, or a related field.

Minimum of two (2) years of experience in an administrative, operations, client service, or financial services support role.

Experience working with CRM systems and document management platforms, with strong attention to data accuracy and recordkeeping.

Strong proficiency in Microsoft Office, including Excel, Word, and Outlook; experience with Salesforce or similar systems is considered an asset.

Knowledge of investment operations, account administration, or client onboarding processes is considered an asset; proficiency in French is considered an asset.

Additional Information

• Position Type: Full-Time Permanent
• Work Location: Toronto
• To learn more about life at RPIA, visit https://rpia.ca/
• Read our firm’s magazine, Voices of RPIA: https://online.flippingbook.com/view/859829658/
• This is to fill an open vacancy
• Artificial Intelligence may be used as part of this recruitment initiative
• Compensation Range: $60,000 – $75,000 base salary, additional compensation may be available

RPIA is proud to be Great Place to Work Certified™. What sets us apart?

• Exceptional single and family benefits package that includes health, dental and vision insurance plus additional Health Care Spending and Wellness credits.
• Employee and Family Assistance Program to support mental wellbeing extended to all family members in your household.
• Opportunities for professional and personal growth through:

Cross-functional Mentorship Program
Internally curated Leadership Skills training program
Community outreach and monthly social events organized through our volunteer-led committees.

RPIA is an Equal Opportunity Employer

We believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We are committed to providing an accessible and equitable application and hiring process and will make accommodations should you require it at any point. We encourage you to connect with us at [email protected] if you require accommodation during the recruitment process.

Our culture is defined by our six core values: Client-First, Innovation, Excellence, Partnership, Integrity, and Giving back. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them. With over 135 employees and approximately $21 billion in assets under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients.

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