Manager, Client Servicing

About the employer

This company specializes in institutional asset management, and is committed to offering innovative investment solutions tailored to its customers’ needs. With a strong emphasis on transparency, rigor and collaboration, it has created a corporate culture that is friendly, human and professional. Its mission is to generate long-term value for its customers through an agile, excellence-oriented approach.

Benefits

Flexible schedule and valued hybrid mode – Access to wellness and personal days off – Medical and dental insurance 100% paid from day one – Employer contribution to a no-cost RRSP – 35-hour work week for better balance – Wellness program including annual allowance – All-you-can-eat coffee and friendly work atmosphere – Regular team activities – 4 weeks’ vacation and flexibility during the holiday season – Real mentoring and knowledge-sharing culture – Opportunities for advancement based on performance and interests.

Your responsibilities in a few words!

Develop and maintain trusting relationships with customers and internal teams – Provide high-level, reliable and professional customer service – Participate in the preparation of and attend customer meetings – Work closely with investment, operations, marketing and compliance teams – Ensure regulatory compliance and quality of deliverables – Maintain data accuracy in the CRM – Coordinate the integration of new customers – Contribute to the continuous improvement of processes and communications – Participate in cross-functional projects in line with the profile’s strengths.