Client Service Associate

We are currently seeking a highly organized self-starter to join our growing team as a Client Service Associate. In this role, the successful candidate will report to the firm’s Operations Manager and coordinate with Prime Quadrant’s clients on investment subscription, redemption, and internal Know-Your-Client (KYC) documentation. The Client Service Associate will work closely and in collaboration with Prime Quadrant’s Team Members across Consulting, Operations and Compliance.

Primary Responsibilities

Client Record Keeping

  • Maintain up-to-date client records in the firm’s reporting and client relationship management database (Salesforce FSC, SharePoint, form creation and generation, and SideDrawer)
  • Prepare, coordinate, and facilitate completion of compliance and KYC records for new and existing clients

Client Trade Execution

  • Prepare required documents for client trades, such as subscription agreements, redemption forms and account-opening forms
  • Regularly liaise with clients to coordinate account set-up and trades, including wire transfers
  • Troubleshoot with Consulting Team Members as required on client trade execution

Client Service

  • Assist the Director of Client Satisfaction and Consulting Team Members with onboarding new clients
  • Provide support for Prime Quadrant’s annual client survey
  • Recommend process changes and enhancements to the Executive as a key member of the Prime Quadrant Team

Key Attributes

  • Strong Microsoft Office fluency (Excel, Word, OneNote, Teams)
  • Proven client service orientation – you get energy from helping people
  • High degree of accuracy, organization, timeliness, and a strong detail orientation
  • Ability to prioritize and multi-task in a fast-paced work environment
  • Able to work well within a team environment and in a collaborative manner
  • Flexible to work early or late on occasion and as needed
  • Very strong process-orientation and ability to follow through on commitments
  • Can navigate complex issues and escalate as needed with a sense of urgency

Qualifications

Successful completion of the Exempt Market Proficiency Exam is required for the role but may be completed after the start date.

  • University degree or college diploma with knowledge or interest in financial services
  • 3+ years of related work experience
  • Previous client service experience with Ultra-High-Net-Worth and/or Institutional Investors.
  • Prior experience with AML and KYC is an asset
  • Demonstrated skill managing Client Relationship Management (CRM) databases would be a distinct advantage (but is not required)
  • Experience with E-signature platforms like DocuSign, Adobe Sign, HelloSign would be beneficial around creating new packages and managing the process
  • Excellent verbal and written communication skills, with fluency in English

Compensation

  • Industry competitive base salary with a performance-based bonus structure
  • Health benefits via participation in the firm’s health spending account
  • Entitled to receive awards under the firm’s Key Exemplary Employees Plan as per its terms and conditions
  • Up to $1,000 per annum relevant continuing education expense
  • Career advancement with demonstrated performance
  • 3 weeks’ vacation per annum
Send your resume and cover letter to careers@primequadrant.com‍

Prime Quadrant Corp is committed to fair and accessible employment practices, and we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at careers@primequadrant.com or call 647-749-4118. If you are contacted by Prime Quadrant Corp regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.

"Prime Quadrant is a special place to work.  Even though I’m a junior member of the team, I am encouraged to voice my ideas and opinions.  It is exciting that I am actively contributing to the growth and success of our business."

We hire the best people, regardless of experience or background.

What is life like at Prime Quadrant?

Our Career Development program focuses on making sure that each team member is in the right position that will allow them to excel. Through quarterly check-ins, 360° peer feedback, and wellness and mentorship programs, each team member receives the resources they need to flourish and grow.

Through our Social Committee, we have team gatherings throughout the year such as monthly birthday parties, our Prime Quadrant softball team, summer socials and fall campfires so that we can grow as a family together.

At Prime Quadrant, giving back to the community is an integral part of everything that we do. Besides raising millions of dollars towards healthcare initiatives through our family office events, we donate our time to our communities. Every year we partner with organizations such as Holland Bloorview Kids Rehabilitation Hospital, Habitat for Humanity, Slopes for Candy, and the Breakfast Clubs of Canada by participating in projects that need volunteers and can benefit from having our team join them.