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Added 12 mins ago
W
(CAN) Associé de nuit
Walmart
Thetford Mines, QC
- Full-time
…relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing…
Added 12 mins ago
TH
Millworks Sales Associate Full - Time - 7050 Spruce Grove
The Home Depot
Spruce Grove, AB
- Full-time
Sales Specialists support three primary store priorities: Customers First, In Stock, and Store Appearance. Sales Specialists support Customers First by providing fast, thorough, and…
Added 27 mins ago
TB
Senior Retail Sales Associate
Tailored Brands
Nanaimo, BC
- Full-time
Our Senior Retail Sales Consultant is responsible for all aspects of the customer experience within multiple businesses (retail, rental, custom, and omni-channel). This position would be a…
Added 27 mins ago
Retail Sales Associate Part Time
Tailored Brands
Nanaimo, BC
Ability to work well and consult with retail sales associates at all levels and contribute to a positive work environment
Added 27 mins ago
Retail Sales Associate Part Time
Tailored Brands
Markham, ON
Ability to work well and consult with retail sales associates at all levels and contribute to a positive work environment
Added 27 mins ago
Retail Sales Associate Part Time
Tailored Brands
Halifax, NS
Ability to work well and consult with retail sales associates at all levels and contribute to a positive work environment
Added 27 mins ago
Retail Sales Associate Part Time
Tailored Brands
Kingston, ON
Ability to work well and consult with retail sales associates at all levels and contribute to a positive work environment
Added 27 mins ago
Retail Sales Associate Part Time
Tailored Brands
Mississauga, ON
Ability to work well and consult with retail sales associates at all levels and contribute to a positive work environment
Added 27 mins ago
C
Bilingual Sales Associate, Apartments.com - Montréal, Québec
CoStar
Montreal, QC
- Full-time
As an Apartments.com Sales Associate, you will be part of a dynamic team that operates as a strategic digital marketing partner to the Multifamily industry. Through engaging sales…
Added 41 mins ago
GT
Cashier (Part-Time)
Golf Town
Oakville, ON
- Part-time
Connects customers to sales associates to provide assistance.
Added 41 mins ago
T
Keyholder
Torrid
Calgary, AB
- Part-time
As a Keyholder, you'll be responsible for providing support and assistance to the store management team through performing daily store opening and closing operations while providing an…
Added 41 mins ago
SL
Sales Associate (Part-Time)
Sporting Life
Calgary, AB
- Part-time
As a Sales Associate, you will help customers embrace the sporting life by connecting them with gear that fits both their performance goals and personal style. Through active listening,…
Added 41 mins ago
GT
Department Sales Manager, Clubs
Golf Town
Calgary, AB
- Full-time
Deliver specialized product support (e.g., fittings, repairs, technical guidance) to enhance customer experience and sales.
Added 41 mins ago
SL
Sales Associate, Hardgoods (Part-Time)
Sporting Life
Edmonton, AB
- Part-time
As a Sales Associate, you will help customers embrace the sporting life by connecting them with gear that fits both their performance goals and personal style. Through active listening,…
Added 41 mins ago
SL
Warehouse Associate (Seasonal, Part-Time)
Sporting Life
Toronto, ON · North York, ON
- Part-time
Flexible schedules to support your training, race days, or weekend adventures.
Added 41 mins ago
SL
Cashier (Seasonal, Part-Time)
Sporting Life
Markham, ON
- Part-time
Flexible schedules to support your training, race days, or weekend adventures.
Added 41 mins ago
CL
Business Development Associate - Toronto, Ontario
Caravel Law LLP
Toronto, ON
- Full-time
Law, done better. Build your sales career selling it.
Added 41 mins ago
GT
Department Sales Manager, Clubs
Golf Town
Regina, SK
- Full-time
Deliver specialized product support (e.g., fittings, repairs, technical guidance) to enhance customer experience and sales.
Added 41 mins ago
JC
Sales Associate, Yorkdale Shopping Center
Jimmy Choo
Toronto, ON
- $19 to $21 CAD / hour
- Full-time
…achieve results and a passion for customer engagement. As a Sales Associate, you are a brand representative with the ability to multitask and a focus on building lasting client…
Added 41 mins ago
JC
Sales Associate, Toronto Premium Outlet
Jimmy Choo
Halton Hills, ON
- $19 to $21 CAD / hour
- Full-time
…achieve results and a passion for customer engagement. As a Sales Associate, you are a brand representative with the ability to multitask and a focus on building lasting client…
Added 56 mins ago
BL
Sales Associate - Yorkdale
Big League Food Company
Toronto, ON
- $18 to $21 CAD / hour
- Part-time
…company brings together unparalleled retail, manufacturing, sales, and support capabilities that deliver industry-leading results. BLFC's mission is to maintain the values, quality, and…
Added 56 mins ago
E
Quick Service (QSR) Sales Associate (Part-Time) - Eataly Sherway Gardens
Eataly
Toronto, ON
- $17.95 CAD / hour
- Part-time
A Quick Service Restaurant (QSR) Sales Associate provides exceptional guest service across Eataly’s various QSR counters – serving gelato, pastries, coffee, paninis and other Italian…
Added 56 mins ago
PC
Azure Data Consultant, Senior Associate
PwC Canada
Toronto, ON
- Full-time
As a Senior Associate, Azure Data Engineer, you will play a key role in designing and building data solutions on Azure. You will work closely with project teams to deliver high-quality data…
Added 56 mins ago
KC
Associate – Applications Engineering Team
KEYENCE CANADA INC.
Mississauga, ON
- Full-time
…technologies. Our true key to success is our highly trained direct sales force, committed to providing the most professional and consultative sales and support across a wide variety of…
Added 1 hour ago
BE
Inside Sales Associate
BoldHouse Executive Search
Dartmouth, NS
- $60,000 to $70,000 CAD / year
- Full-time
There is a clear path from Inside Sales Associate to senior and key account roles. K2 teaches the product, so you don't need to arrive as a fastener expert. And as K2 grows, so do the…

TDS Personnel

Institutional Client Service Associate

Toronto, ON, Canada

Contract

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Job details

Job type: Contract
Apply by: Dec 2, 2026
Posting language: English
Posted: Nov 2, 2026

Original job description

Our client, a leading global investment management firm, is seeking an Institutional Client Service Associate to join their Toronto team on a six-month contract basis. In this entry-level role, you will provide day-to-day support to the institutional client coverage and relationship management teams. You will help coordinate business development activities, assist with client communications, and contribute to internal processes that drive institutional client engagement.

Responsibilities

Support the institutional team by preparing, customizing, and distributing client materials - including presentations, review books, and reporting packages - ensuring high accuracy and compliance standards.
Coordinate logistics for prospect, due diligence, and client meetings, including scheduling, agenda preparation, and materials delivery. Assist in planning industry conferences, product sessions, and roadshows.
Research and summarize market trends, competitor activity, and current search/mandate efforts to support strategic team planning.
Utilize Salesforce to track client interactions, maintain accurate stakeholder contact lists, manage mailings, and update business development activity.
Generate standard and customized activity reports to support management analysis. Contribute to workflow refinement, efficiency improvements, and compliance alignment.
Provide ad-hoc administrative and operational support to the broader institutional coverage team as needed.

Role requirements:

General business experience, preferably within investment management, institutional servicing, marketing, or financial services.
Bachelor’s degree or equivalent practical experience.
Advanced proficiency in Microsoft Office (PowerPoint, Word, Excel); familiarity with Salesforce or similar CRM platforms is an asset.
Strong written and verbal communication skills with meticulous attention to detail and proofreading abilities.
Proactive, organized, and collaborative, with the ability to manage competing priorities, meet tight deadlines, and work effectively with minimal supervision.

TDS Personnel is an equal opportunity employer committed to fostering an inclusive and accessible workplace in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). Accommodations are available upon request for candidates participating in all stages of the recruitment and selection process.

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More about this job

Responsibilities

Prepare and distribute accurate client materials, coordinate client and prospect meetings and events, and support institutional business development activities. Maintain Salesforce records, research market and competitor activity, generate reports, and assist with workflow improvements and administrative operations.

Requirements

Requires general business experience, preferably in investment management, institutional servicing, marketing, or financial services, and a bachelor’s degree or equivalent practical experience. Candidates should have advanced Microsoft Office skills, strong communication and proofreading abilities, and be proactive, organized, collaborative, and able to manage competing priorities with minimal supervision.

Skills

Client Service
Institutional Client Support
Client Communications
Presentation Preparation
Meeting Coordination
Event Planning
Market Research
Competitor Analysis
Salesforce
Microsoft PowerPoint
Microsoft Word
Microsoft Excel
Reporting
Proofreading
Organization
Time Management

Visa sponsorship

Not detected in the job text

Keywords

Investment Management
Institutional Client Service
Client Coverage
Relationship Management
Business Development
Client Communications
Presentations
Review Books
Reporting Packages
Due Diligence
Meeting Coordination
Industry Conferences
Product Sessions
Roadshows
Market Trends
Competitor Activity
Search And Mandate Efforts
Salesforce
Stakeholder Contact Lists
Mailings
Activity Reports
Microsoft Office
PowerPoint
Word
Excel
Compliance
Workflow Refinement
Financial Services

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