Fiera Capital seeks a dedicated Client Service Associate to enhance institutional client support in a hybrid role. Leverage your client service skills while managing investments and client documentation efficiently. In this mid-level role, you will report to the Supervisor, Client Experience, and work closely with Institutional Client Managers. A grasp of both English and French is essential to meet the diverse needs of our clients.

Your responsibilities include account management, client documentation, and cash coordination. Key Responsibilities:

- Maintain knowledge of portfolio characteristics and features
- Oversee current account openings with relevant departments
- Update investment policies and compliance documentation
- Coordinate cash management activities effectively
- Review client quarterly reports for quality and accuracy Requirements:
- Bachelor’s degree in Business Administration preferred
- 2-3 years in institutional client support roles
- Bilingual in English and French is essential
- Familiarity with investment portfolios needed
- Proficiency in Microsoft Office Suite required Bring your client service expertise and attention to detail to strengthen Fiera Capital’s institutional client offerings.

📌 Client Service Associate at Fiera Capital (Montreal)
🏢 PVH (Tommy Hilfiger/Calvin Klein)
📍 Montreal