Client Service Associate
Public opening managed by TDS Personnel. You can apply directly through RBB without creating an account, or view the original posting.
- Recruitment agency:
- TDS Personnel
- Recruiter:
- Beth Title (b.title@tdspersonnel.com)
- Location
- Not publicly disclosed
- Work model
- Not publicly disclosed
- Employment type
- Permanent
- Experience level
- Not publicly disclosed
- Department
- Not publicly disclosed
- Function
- Not publicly disclosed
- Industry
- Wealth management
- Published
- 2026-10-05
Role description
Role overview: TDS Personnel is recruiting a Client Service Associate for a boutique wealth-management firm. The position acts as a day-to-day liaison between the firm and its investors and combines client service, account administration, documentation and operational follow-through.
Responsibilities include client onboarding, account-opening documentation, CRM and custodian-system administration, subscription documents, KYC/AML and tax-season support, preparation of client meeting packages, maintenance of client records and collaboration with custodians and other partners.
The posting seeks an undergraduate degree and preferably 4+ years of related experience. Strong knowledge of Canadian investment-account administration and regulatory requirements is useful. Proficiency with Excel, Word, PowerPoint and CRM systems is expected; marketing, communications or multimedia experience is an additional asset.
Public compensation: 75–100k. Application contact explicitly listed by TDS: Beth (b.title@tdspersonnel.com).
Other openings at this employer
Public opening managed by TDS Personnel. RBB receives direct applications for sharing with the recruiter or agency responsible for the opening. Original posting