Join Cidel as a Client Services Associate for an 18-month contract and enhance your skills in client engagement and account management. Excel in managing cash transactions, documentation, and client reporting.As part of Cidel's Client Services team, you will play an essential role in onboarding new clients and maintaining accurate records. This contract position requires a detail-oriented approach to effectively manage cash requests and regulatory documentation, ensuring comprehensive client support throughout.Key Responsibilities:Address and resolve client requests in a timely mannerOversee the onboarding process for current client accountsMaintain accurate and organized client recordsAssist in cash management transactions for clientsPrepare and distribute various client reports and documentsRequirements:1-3 years' experience in client service or operations within financeExperience with regulatory forms and tax reporting preferredStrong skills in Microsoft Office Suite applicationsHigh attention to detail and organizational skillsTeam-oriented approach to delivering client serviceEngage with high-net-worth clients and contribute to their financial success at Cidel as a valued associate.

📌 Cidel Client Services Associate Needed (Toronto)
🏢 Cidel
📍 Toronto