cidelgroup
Client Services Associate
TORONTO, Ontario · Contract
Sponsorship not specifiedDetected 20 days ago
Organizational SkillsMicrosoft Office
About the role
- This posting is for an 18 month contract position that is currently vacant.
- 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.
Requirements
- Monitor group email inboxes and coordinate responses to, client matters as required
- Upload of documentation for compliance review and liaison with the Compliance team as required
Nice to have
- 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
- Demonstrated ability to work collaboratively in a team‑based environment while delivering superior client service
- Please apply via Bamboo
Compensation
- Assist with annual registered plan tax reporting, including:
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