Asset & Wealth Management, Client Solutions Group, Institutional Sales Support, Associate - Montreal
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- Montréal, QC
- Permanent
- Temps-plein
- Work closely with senior team members to manage, enhance, and develop existing client relationships
- Work with senior team members to ensure all recurring and bespoke client requests are met on a timely basis
- Work closely with senior team members to execute new business development efforts by coordinating prospect pitches, presentations, and identifying new business opportunities
- Respond to information requests from various sources including clients, prospects and consultants. These requests include, but are not limited to: Requests for proposals (RFPs), consultant questionnaires, audit requests, and ad-hoc and recurring client inquiries
- Build and manage an industry knowledge base by researching new business opportunities and staying current on industry publications and newspapers, client websites, conference materials, consultant and other databases, etc.
- Work with senior team members to develop and execute a strategic plan for each client, outlining cross-selling opportunities, a service plan, and specific deliverables
- Assist with the coordination of all client account maintenance items (e.g., account updates, guideline changes, client organizational changes, etc.)
- Work with Portfolio / Product Manager(s) to prepare and review materials for portfolio review meetings
- Identify and escalate any sensitive client issues to senior team members; coordinate a timely response to the client
- Coordinate with key stakeholders across the business, including Portfolio Managers, Operations, Compliance, Legal, and Technology with a common goal of ensuring clients' needs are met
- 2+ years of work experience at an asset management firm or other financial services organization
- Fluent in English and French
- Undergraduate degree, preferably in business or finance-related studies
- Basic knowledge of, and passion for, asset management and capital markets
- Highly organized with exceptional attention to detail and excellent follow-through
- Positive attitude and strong, proactive work ethic
- Strong interpersonal skills: Ability to build trust and confidence of colleagues, strengthen relationships through ongoing dialogue and interactions, and collaborate well with others internally to meet client needs
- Strong written and oral communication skills
- Ability to work well in a fast-paced team environment, including with colleagues based in different regional offices
- Strong proficiency in MS Office (Excel, PowerPoint, and Word)
- Series 7 and 63 licensed or obtained within three months of joining