Posted 6 days ago
Institutional Client Service Associate
@ TDS Personnel
Toronto, Ontario
Overview
TDS Personnel is hiring an Institutional Client Service Associate for a leading global investment management firm in Toronto on a six-month contract. The role supports institutional client coverage and relationship teams with client materials, meeting logistics, market research and CRM updates. The posting requires advanced Microsoft Office skills and a bachelor's degree or equivalent experience.
Responsibilities:
- Prepare and distribute client presentations and reporting packages
- Coordinate prospect, due diligence and client meetings
- Research market trends and competitor activity
- Maintain client interactions and contacts in Salesforce
- Produce activity reports and support the coverage team
Requirements summary:
- General business experience, preferably in investment management or financial services
- Bachelor's degree or equivalent practical experience
- Advanced Microsoft Office skills
- Salesforce or similar CRM experience is an asset
- Strong communication and attention to detail
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-11-04
- First seen by our source
- 2026-11-10
- Source record updated
- 2026-11-10
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Customer service |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | Bachelor’s degree (preferred) |
Summary and details written by AI from the posting; the employer’s posting is the authority.
TDS Personnel
| Field | Value |
|---|---|
| Open jobs on Jobsy | 2 |
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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