Jobs in Vaughan

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Within 25 km of Vaughan

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TDS Personnel

Institutional Client Service Associate

Toronto, ON, Canada

Contract

Within 25 km of Vaughan · About 22.9 km from the city centre

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Job details

Job type: Contract
Apply by: Dec 2, 2026
Posted: Nov 2, 2026

Original job description

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.

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More about this job

Responsibilities

Prepare and distribute accurate client materials, coordinate client and prospect meetings and events, and support institutional business development activities. Maintain Salesforce records, research market and competitor activity, generate reports, and assist with workflow improvements and administrative operations.

Requirements

Requires general business experience, preferably in investment management, institutional servicing, marketing, or financial services, and a bachelor’s degree or equivalent practical experience. Candidates should have advanced Microsoft Office skills, strong communication and proofreading abilities, and be proactive, organized, collaborative, and able to manage competing priorities with minimal supervision.

Skills

Client Service
Institutional Client Support
Client Communications
Presentation Preparation
Meeting Coordination
Event Planning
Market Research
Competitor Analysis
Salesforce
Microsoft PowerPoint
Microsoft Word
Microsoft Excel
Reporting
Proofreading
Organization
Time Management

Visa sponsorship

Not detected in the job text

Keywords

Investment Management
Institutional Client Service
Client Coverage
Relationship Management
Business Development
Client Communications
Presentations
Review Books
Reporting Packages
Due Diligence
Meeting Coordination
Industry Conferences
Product Sessions
Roadshows
Market Trends
Competitor Activity
Search And Mandate Efforts
Salesforce
Stakeholder Contact Lists
Mailings
Activity Reports
Microsoft Office
PowerPoint
Word
Excel
Compliance
Workflow Refinement
Financial Services

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