25 Dec
Staffing In Motion
Old Toronto
We are seeking a detail-oriented and proactive Client Service Associate to join our Portfolio Management firm on a 12-18 month contract. This position offers an excellent opportunity to gain hands-on experience within the financial services industry while supporting a dynamic team in delivering exceptional client service.
As a Client Service Associate, you will be responsible for handling administrative tasks, assisting in client communications, and ensuring smooth daily operations. The ideal candidate will be a strong communicator, well-organized, and proficient in Microsoft Office applications such as Excel, Word, and PowerPoint.
Key Responsibilities:
• Provide administrative support to portfolio managers and other team members.
• Assist with preparing client reports and presentations using Microsoft Excel, Word, and PowerPoint.
• Maintain accurate client records and ensure timely updates.
• Handle client inquiries and resolve issues in a professional and efficient manner.
• Coordinate client meetings and follow up on action items.
• Assist with data entry and other operational tasks as required.
• Support the team in preparing materials for client meetings and presentations.
• Assist with compliance and regulatory documentation.
• Organize and manage filing systems (digital and physical).
• Ensure all internal processes and documentation are kept up-to-date.
Qualifications:
• Bachelor’s degree
• Strong proficiency in Microsoft Excel, Word, and PowerPoint.
• Previous experience in an administrative or client-facing role is a plus, but not required.
• Strong organizational skills with the ability to manage multiple tasks and deadlines.
• Excellent written and verbal communication skills.
• Detail-oriented and able to handle confidential information with discretion.
• A proactive, team-oriented mindset with the ability to work independently.
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