Our client, a leading global investment management firm, is seeking an Institutional Client Service Associate to join their Toronto team on a six-month contract basis. In this entry-level role, you will provide day-to-day support to the institutional client coverage and relationship management teams. You will help coordinate business development activities, assist with client communications, and contribute to internal processes that drive institutional client engagement.
Responsibilities
- Support the institutional team by preparing, customizing, and distributing client materials - including presentations, review books, and reporting packages - ensuring high accuracy and compliance standards.
- Coordinate logistics for prospect, due diligence, and client meetings, including scheduling, agenda preparation, and materials delivery. Assist in planning industry conferences, product sessions, and roadshows.
- Research and summarize market trends, competitor activity, and current search/mandate efforts to support strategic team planning.
- Utilize Salesforce to track client interactions, maintain accurate stakeholder contact lists, manage mailings, and update business development activity.
- Generate standard and customized activity reports to support management analysis. Contribute to workflow refinement, efficiency improvements, and compliance alignment.
- Provide ad-hoc administrative and operational support to the broader institutional coverage team as needed.
Role requirements:
- General business experience, preferably within investment management, institutional servicing, marketing, or financial services.
- Bachelor’s degree or equivalent practical experience.
- Advanced proficiency in Microsoft Office (PowerPoint, Word, Excel); familiarity with Salesforce or similar CRM platforms is an asset.
- Strong written and verbal communication skills with meticulous attention to detail and proofreading abilities.
- Proactive, organized, and collaborative, with the ability to manage competing priorities, meet tight deadlines, and work effectively with minimal supervision.
TDS Personnel is an equal opportunity employer committed to fostering an inclusive and accessible workplace in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). Accommodations are available upon request for candidates participating in all stages of the recruitment and selection process.
