Opportunity Description
Join Picton Mahoney Asset Management as a Client Service Associate, focusing on operational support and client relations. This Toronto or Vancouver role is designed for proactive individuals with investment management experience.
This Associate position involves managing client onboarding, maintaining documentation, and supporting the Investment Counselors in proposals and meetings. You will also handle inquiries with professionalism and assist in reporting and portfolio administration initiatives. If you have a passion for enhancing client experiences, this role could be your next step.
Key Responsibilities:
• Onboard clients with thorough documentation
• Prepare for and attend meetings to support Counselors
• Produce and analyze detailed client reports
• Assist in portfolio monitoring and rebalancing activities
• Collaborate to maintain security data and resolve issues
Requirements:
• Degree in Finance, Busine...
This Associate position involves managing client onboarding, maintaining documentation, and supporting the Investment Counselors in proposals and meetings. You will also handle inquiries with professionalism and assist in reporting and portfolio administration initiatives. If you have a passion for enhancing client experiences, this role could be your next step.
Key Responsibilities:
• Onboard clients with thorough documentation
• Prepare for and attend meetings to support Counselors
• Produce and analyze detailed client reports
• Assist in portfolio monitoring and rebalancing activities
• Collaborate to maintain security data and resolve issues
Requirements:
• Degree in Finance, Busine...
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