Institutional Sales & Service Associate - Contractor (Toronto)

Institutional Sales & Service Associate - Contractor (Toronto)

25 Sep
|
Akkodis
|
Toronto

25 Sep

Akkodis

Toronto

Duration: 12 month assignment (High possibility of extension)Client Location: Hybrid - 4 days a week to officePay rate: $30-32/hr T4About our clientOur client offers Canadian investors information and insight, along with a wide range of funds, investment trusts, ETFs and investment solutions.About this opportunity:The Institutional Sales & Service team supports clients across the Institutional and strategic relationship and distribution channels throughout the full client lifecycle. The group partners closely with Sales and Relationship Managers to deliver responsive, high-quality service that strengthens client relationships and supports long-term asset retention. Team members work collaboratively across functions, delivering service excellence with efficiency in a fast-paced, client-facing environment.HOW YOU WILL ADD VALUECore ResponsibilitiesYou will deliver consistent, high-quality service to institutional clients.You will respond to client inquiries and service requests promptly.You will resolve issues by partnering with internal teams.You will maintain robust, ongoing client relationships.You will support asset retention through effective servicing.Operational & Coordination ResponsibilitiesYou will manage client deliverables and presentation materials.You will ensure timelines and deadlines are consistently met.You will coordinate requests for proposals (RFPs)



and due diligence questionnaires (DDQs).You will ensure responses are accurate and submitted on time.You will address account-related issues through cross-functional coordination.Strategic & Compliance SupportYou will partner with Sales and Relationship Managers to support business goals.You will maintain accurate client records in customer relationship management systems.You will support compliance reviews and regulatory requirements.You will contribute to special projects and initiatives as needed.WHAT WILL HELP YOU BE SUCCESSFUL IN THIS ROLEExperience, Education & CertificationsUniversity degree or equivalent relevant financial services industry experience.5 years' experience in the fund manager, bank, or securities industry essential; prior knowledge of investment management processes from a servicing or operational perspective preferred.Fluency in English – spoken and written, is essential. French fluency is a plus.Canadian Securities Course preferred.Technical SkillsProficiency with Microsoft PowerPoint, Excel, and Word.Soft SkillsA sales/ marketing mindset with the ability to identify client needs and position solutions that address those needs.Strong multi-tasker who can respond rapidly and effectively to requests, with adherence to established time frames and schedules; ability to organize andprioritize workflow to meet internal and external deadlines.Strong written and verbal communication skills.Ability to work independently and collaboratively.High attention to detail and confidentiality.We thank all applicants for their interest in this opportunity. Only candidates meeting the above qualifications will be contacted for further discussions.AccessibilityAt Akkodis, part of The Adecco Group, our purpose is simple: to make the future work for everyone. We live our values, Passion, Collaboration, Inclusion, Courage, and Customers at Heart, by fostering a workplace where diversity is celebrated and every voice matters. We encourage applications from individuals of all backgrounds and identities. Together, we're making the future work for everyone.

📌 Institutional Sales & Service Associate - Contractor (Toronto)
🏢 Akkodis
📍 Toronto

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