Join a leading financial services firm as an Institutional Sales & Service Associate in Toronto. This hybrid role focuses on delivering superior client service to institutional clients across Canada.

Our client’s Institutional Sales & Service team is looking for a professional with a strong background in financial services. Collaborating with Sales and Relationship Managers, you’ll manage client deliverables and handle RFPs and DDQs effectively. Your contributions will help in nurturing long-lasting relationships that support asset retention.

Key Responsibilities:
• Provide consistent, high-quality service to clients
• Partner internally to resolve client-related issues
• Maintain accurate client records in CRM systems




• Support compliance reviews and regulatory requirements
• Contribute to special projects and initiatives

Requirements:
• University degree or equivalent financial services experience
• Minimum 5 years in related financial environments
• Excellent organizational and time-management skills
• Robust attention to detail in client services
• Proficient in Microsoft Office applications

Offer your expertise and drive to enhance client relationships at our client’s Toronto office.
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📌 Institutional Sales & Service Associate Role (Ontario)
🏢 Akkodis
📍 Ontario