Support Investment Advisors with advanced investment processes, portfolio reviews, and client service at 1600 Carling Avenue. Build trusted relationships through responsive advice and administration.
This Client Service Associate supports Investment Advisors, advisory teams, and branch operations with daily administration. The client-focused work includes account maintenance, trade processing, portfolio reviews, and relationship management. The position also handles regulatory documentation, client inquiries, and escalations while supporting business objectives.
Key Responsibilities: Support Investment Advisors, teams, and branch operations administratively
Schedule portfolio reviews, client calls, and prospect meetings
Process account updates, transfers, trades, and money movement




Coordinate marketing activities and client recognition events
Resolve complaints and escalate issues when required
Requirements: Three to five years of relevant experience or certification
Advanced knowledge of investment and administrative processes
Knowledge of compliance practices, regulations, and trade processing
Required licensing and certification for the applicable jurisdiction
Valuable verbal, written, organizational, and collaboration skills
Bring investment administration, portfolio review, and relationship management expertise to deliver exceptional client service for Investment Advisors.

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📌 Investment Advisor Client Service Associate (Quebec City)
🏢 Bank N.a.
📍 Quebec City