Overview
Fiera Capital Client Service Specialist Jobs in Toronto, Canada at TAL Life LTD
Join Fiera Capital as a Client Service Specialist in a hybrid capacity in Ontario. This role emphasizes client support and requires a strong understanding of financial services.
As a Client Service Specialist, you will play a crucial part in supporting institutional client managers and ensuring all client requests are handled promptly. Key tasks include managing client portfolios, overseeing account openings, and producing high-quality materials for quarterly meetings. This position demands a proactive approach and excellent communication skills.
Key Responsibilities:
• Support client managers with various administrative functions
• Respond promptly to client inquiries regarding portfolios
• Coordinate portfolio implementation for new accounts
• Manage cash management activities across departments
• Create and review client reports for timely delivery
Requirements:
• Bachelor’s degree or relevant experience
• Background in client service within financial services
• Familiarity with investment products and portfolios
• Strong communication skills in English;
French advantageous
• Proficiency in Microsoft Office applications
Apply your client service skills in a meaningful way at Fiera Capital’s Ontario office.
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Title: Fiera Capital Client Service Specialist
Company: TAL Life LTD
Location: Toronto, Canada
Category: