Institutional Client Service Associate

Posted 13 March 2023

Institutional Client Service Associate at Mawer Investment Management

Wealth Management Contract Toronto

Experience: Mid-Level
Education Required: University degree
Salary Range: Not Specified

Close date: 28 March 2023

Apply now

Be Boring. Make Money. is our investment approach, but we are anything but dull. We are a diverse, passionate team united by our commitment to provide our clients with financial peace of mind and our desire to create one of the best companies in the world. A career with us will be demanding; however, the experience will also be dynamic, supportive, intellectually stimulating, and above all—meaningful. We take pride in doing things a little differently than other investment firms. Innovative ideas, diverse opinions and experiences, and teamwork are expected and rewarded regardless of title or tenure.

Position Description

Full Time, Contract (18 months)
Location: Calgary, AB or Toronto, ON

The Opportunity

The Institutional Portfolio Management team is looking for an experienced Client Service Associate who will be responsible for the delivery of superior and meticulous client service. They will work closely with one or more Institutional Portfolio Managers (IPMs) to manage client accounts, problem-solve, and provide back-up and training all whilst demonstrating a commitment to our core values: integrity, excellence, putting our clients’ interests first, and thinking long-term.

Primary Responsibilities

  • Work closely with one or more IPMs to build and maintain excellent client relationships
  • Manage administrative account activities, such as: account onboarding, trade preparation, verification, cash management, account reconciliation, document management, reporting
  • Investigate and resolve issues, complaints, and requests from clients, custodians and/or advisors
  • Prepare and verify accuracy of mutual fund trade orders
  • Prepare, review and distribute monthly and quarterly reporting to clients
  • Prepare presentation materials for portfolio reviews and new business presentations
  • Troubleshoot and resolve complex queries (internal and external); anticipate and avoid potential issues
  • Participate in projects at analysis and UAT stages as a subject matter expert
  • Help improve and streamline the service model and operational procedures
  • Provide back-up to team as required, including workflow, filling in for a colleague in their absence, and training

Why Mawer?

  • Directly contribute to the firm’s growth as a global, independent investment manager.
  • Learn and work within a high-performing team that has consistently delivered exceptional long-term investment results and high levels of client satisfaction.
  • Be a part of a meritocracy in which the quality of ideas supersedes hierarchy; where every role is valued, and every voice heard. At Mawer, talented team members can progress quickly, regardless of tenure or experience.
  • Our unique culture, which is integral to who we are and (we think) a competitive advantage. Our culture is shaped by our core values (integrity, putting clients’ interests first, excellence, teamwork, and long-term thinking) and key behaviours (curiosity, candour, accountability, and appreciation), which are much more than words on a page. They guide the way we operate, make decisions, and communicate every day.
  • We strive to create a work environment that attracts—and retains—exceptional people from a wide variety of backgrounds and experiences, and to provide the tools and support for everyone on our team to reach their highest potential. We offer a flexible, hybrid work environment, comprehensive health benefits, paid parental leave, a career development program, and more.

Required Skill / Experience

  • 5+ years’ experience in a related investment management/financial services role; knowledge of trade lifecycle, securities, and associated attributes is required
  • University degree
  • Successful completion of the CFA Investment Foundations or Canadian Securities Course is desirable
  • Experience with U.S. institutional clients and fund structures is considered a valuable asset
  • Experience with portfolio accounting and trade order management systems (Simcorp Dimension)
  • Solid knowledge of MS Office, particularly Excel and PowerPoint, as well as proficiency with web-based applications
  • High level of attention to detail and accuracy
  • Excellent analytical, organizational, and problem-solving skills
  • Strong interpersonal skills; thrives in a team environment
  • Excellent verbal and written communication
  • Sound operational and compliance judgment; excellent awareness of risk environment
  • Able to prioritize; experience managing expectations and delivery of services

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