Client Service Associate (12-month Contract)

At Fiera Capital we invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions.

Responsibilities

• Maintain detailed knowledge on the specific characteristics and features of the various portfolios for which the Institutional Client Manager is responsible, with a view to responding promptly to any client requests for data (e.g. returns/products/strategies/transactions/administration), including LDI and alternative product strategies.
• Oversee the opening of new accounts by coordinating the implementation of new portfolios with the relevant departments (portfolio administration, compliance, portfolio managers, performance).
• Facilitate modifications in investment policies for each account (update appropriate systems, advise and follow-up with the Compliance department).
• Coordinate effective cash management activities (c...