About the Opportunity

This role was created to support the firm’s evolving business strategy and continued commitment to exceptional client experience. We are looking for someone who is organized, detail-oriented, comfortable working directly with clients, and takes ownership of getting things done. Experience in wealth management or financial services is an asset, but we are equally interested in candidates with strong transferable experience who are eager to learn about our business and develop within the role.

Key Responsibilities

- Provide day-to-day client service and operational support to clients, Portfolio Managers, and the operations team.
- Assist with account openings and client onboarding, including preparing documentation, tracking transfers, and following up on outstanding requirements.
- Process and monitor electronic-signature workflows from initiation through completion, following up and escalating issues when necessary.
- Support clients with access to custodian and portfolio management platforms and coordinate the resolution of technical or administrative issues.
- Review and reconcile daily client activity reports and identify discrepancies or items requiring follow-up.
- Maintain accurate and up-to-date client information, records, tasks, and follow-ups within the firm’s CRM system.
- Coordinate client communications and follow-ups to help ensure requests are handled accurately and on a timely basis.
- Respond to routine client inquiries in a professional and timely manner and involve the appropriate team member when a request requires additional expertise or authorization.
- Liaise with custodians and other service providers on administrative and operational requests.




- Follow internal procedures and support the firm’s regulatory and compliance requirements through accurate documentation and careful execution of processes.
- Provide general administrative and operational support to Portfolio Managers and other members of the team as needed.

What We Are Looking For

- Experience in client service, administration, financial services, or another professional environment where accuracy, organization, and client follow-through are key. Previous experience in wealth management or financial services is an asset but not required.
- A university or college degree, or an equivalent combination of education and relevant work experience, is considered an asset.
- Familiarity with investment accounts, financial services, or regulated environments is an asset. Training will be provided on our systems, processes, and investment account administration.
- Strong client service skills with the professionalism and judgment to communicate effectively with clients and colleagues.
- Excellent attention to detail, organizational skills, and follow-through, with the ability to manage multiple priorities and deadlines.
- A proactive, resourceful approach to problem-solving and a willingness to take ownership of tasks from start to finish.
- Comfort with technology and strong computer skills, including Microsoft Excel and Word, web-based tools, and client databases or CRM systems.
- Fluency in English and French, both written and spoken.

Benefits

- Competitive bonus opportunity
- Comprehensive benefits package following the probationary period
- Retirement savings support
- Paid time off
- Team and company events

Pay: $68,000.00-$73,000.00 per year

Benefits:

- Company events
- Extended health care
- On-site parking
- Paid time off
- Work from home

Language:

- French (required)

Work Location: Hybrid remote in Kirkland, QC H9H 3C3

📌 Client Service Associate (Kirkland)
🏢 Tulett, Matthews & Associates
📍 Kirkland