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Résumé du poste

The Client Services Associate will coordinate end-to-end client onboarding, account maintenance, and regulatory documentation. They will also manage cash requests, wire transfers, and assist in the preparation of client reports and tax filings.

Détails du poste

This posting is for an estimated 18 month contract position About Cidel Cidel is a Canadian-based global private bank and asset manager. We help high net worth individuals, families and institutions protect and grow their wealth. Our expertise spans three well-integrated service areas: Asset Management, Planning, Structuring & Trust, and Specialized Banking We are a unique firm in the way we combine the scale and capability of a large global bank, with the continuity and genuine commitment to service of a boutique firm. Description We are seeking a highly motivated and detail‑oriented Client Services Associate to join our Client Services team for 18 months. This role supports the delivery of exceptional client service by coordinating client onboarding, account maintenance, cash management, reporting, and regulatory documentation. Areas of Focus will Include: Client Service & Relationship Support Ensure timely and accurate resolution of all client requests and inquiries Monitor group email inboxes and coordinate responses to, client matters as required Client Account Onboarding Coordinate end‑to‑end onboarding of client accounts, including: Olympic contact setup and root reservation Upload of documentation for compliance review and liaison with the Compliance team as required Completion of final Olympic setup steps Web access setup Coordination with Operations for fund or omnibus account openings Statement and duplicate statement setup Website access setup Fee setup Estate management setup, where applicable Client Record Maintenance Create and maintain accurate client records across all systems Maintain and organize client documentation on shared drives Perform ongoing account maintenance in all applicable systems Cash Management & Payments Coordinate client cash requests, including: Instructing, tracking, and entering daily one‑off and scheduled Electronic Funds Transfers (EFTs) across multiple custodians Instructing, tracking, and entering wire transfers Processing cheque deposits and withdrawals Tax & Regulatory Documentation Coordinate W‑8, W‑9, CRS, NR and related tax forms with custodians, including: Daily updates to the Documents Portal Tracking document expirations Preparing forms for client execution and mailing Tracking sent and received dates and following up as required Uploading completed documentation Client Reporting Assist in the preparation and distribution of client reports, including: Monthly corporate and year‑end account reports One‑off statements or reports as requested by clients or internal stakeholders Registered Plan & Tax Reporting Support Assist with annual registered plan tax reporting, including: RRSP contribution slips RRSP, IPP, and RIF withdrawal slips TFSA contribution and withdrawal reporting Filings with custodians and/or the CRA Asset Transfers & Account Closures Support asset transfers in and out, including: Preparation of transfer forms (standalone or as part of account opening packages) Initiating and tracking transfers Regular follow‑up with transfer counterparties Monitoring transfers at custodians Providing regular updates to Wealth Consultants Entry of transfer details in Olympic Support final account closing processes Coordinate other asset movements, including charitable donations in and out Special Projects Assist with special projects as assigned by the Manager, including but not limited to: Document mailings Document and directory maintenance Account and system maintenance initiatives Requirements and Key Competencies Minimum 1-3 years of experience as a Client Service Administrator, Operations Administrator, or similar role within the financial services industry Experience with regulatory documentation, tax reporting, wires, and/or back‑office custody operations preferred Enrollment in or completion of the Canadian Securities Course (CSC) or a similar program preferred Strong proficiency in Microsoft Office Suite High attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively Demonstrated ability to work collaboratively in a team‑based environment while delivering superior client service Please apply via Bamboo Please note that artificial intelligence (AI) tools may be used during the recruitment process to assist in screening, assessing, or selecting applicants. All AI assisted evaluations are conducted in accordance with applicable privacy and employment standards. We welcome applications from individuals of all abilities, backgrounds, and experiences. Reasonable accommodations are available on request for candidates taking part throughout the hiring process to support equitable access and participation. Only successful candidates will be contacted.

Ce que vous ferez

The Client Services Associate will coordinate end-to-end client onboarding, account maintenance, and regulatory documentation. They will also manage cash requests, wire transfers, and assist in the preparation of client reports and tax filings.

Exigences

Candidates should have 1-3 years of experience in a client service or operations role within the financial services industry. Proficiency in Microsoft Office and familiarity with regulatory or tax documentation are highly preferred.

Compétences indiquées

• Service à la clientèle · Souhaitée
• Souci du détail · Souhaitée
• Compliance · Souhaitée
• Saisie de données · Souhaitée
• Microsoft Office Suite · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Client service
• Account onboarding
• Cash management
• Regulatory documentation
• Tax reporting
• Client reporting
• Asset transfers
• Account maintenance
• Microsoft Office Suite
• Financial services
• Back-office operations
• Wire transfers
• Compliance
• Data entry
• Organizational skills
• Attention to detail
• Planning
• Operations
• Coordinating
• Asset Management
• Detail Oriented
• Financial Services
• Artificial Intelligence
• Organizational Skills
• Microsoft Office
• Self-Motivation
• Tax Consulting
• Account Closures
• Regulatory Documents
• Instructing
• Cash Management
• Property Management
• Client Services
• Deposit Accounts
• IRS Tax Forms
• Securities (Finance)
• Client Onboarding
• Atlassian Bamboo
• Asset Transfers

Domaines d’emploi

• Finance & Accounting
• Customer Service & Support
• Administrative
• Client Services Associate
• Client Service Representative / Associate
• Inquiry Clerks
• Customer Service Representatives