<p><strong>Client Operations Specialist</strong></p><p><strong>Toronto, ON | Hybrid (4x a week in office)</strong></p><p><strong>Base salary: $70,000-$80,000</strong></p><p><strong>The Opportunity</strong></p><p>Our client, a growing and well-established investment management firm, is seeking a <strong>Client Operations Specialist</strong> to join their team. This role plays a critical part in supporting the full client lifecycle, ensuring seamless execution of account activity, operational accuracy, and regulatory compliance.</p><p>You will act as a key liaison across Client Relations, Portfolio Management, custodians, and internal teams, helping to deliver a high-touch client experience while maintaining strong operational controls.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage day-to-day client account operations including deposits, withdrawals, transfers, and account updates</li><li>Coordinate incoming/outgoing asset transfers, account closures, and client offboarding processes</li><li>Administer fee structures, including setup, adjustments, and account closing fees</li><li>Set up and maintain recurring payment schedules (e.g., RRIF/LIF distributions)</li><li>Monitor account liquidity and partner with trading teams to support cash requirements</li><li>Maintain accurate client records and distribution lists to support reporting and communications</li><li>Assist in the preparation and delivery of client reporting, including statements and tax documentation</li><li>Support onboarding, KYC/AML updates, and ongoing regulatory documentation requirements</li><li>Liaise with custodians and internal stakeholders to resolve operational inquiries and ensure timely execution</li><li>Identify opportunities to enhance processes, controls, and overall operational efficiency</li></ul>
<p>Seeking a motivated French/English Bilingual Technical Support Level I professional to join a rapidly growing team. This role focuses on providing efficient, high-quality support to customers, assisting with technical troubleshooting, onboarding, and device monitoring. </p><p><br></p><p>Principal Responsibilities:</p><ul><li>Respond promptly and professionally to customer support tickets.</li><li>Document resolutions and key details in IT systems such as HubSpot.</li><li>Monitor customer devices for uptime, troubleshoot issues, and generate analytics reports.</li><li>Communicate technical updates across teams using platforms like Teams and HubSpot.</li><li>Track and resolve issues with internal IT and external vendors.</li><li>Keep users informed on issue status and next steps.</li><li>Deliver excellent customer service, addressing concerns with effective communication and problem-solving.</li><li>Availability for non-standard hours, weekends, and on-call shifts as needed.</li><li>Perform additional duties as required.</li></ul>
