Client Services Associate
at The Mason Group
Toronto, ON, Canada -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 04 Jul, 2024 | USD 75000 Annual | 05 Apr, 2024 | 5 year(s) or above | Good communication skills | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
Join a leading Investment Manager that places quality at the forefront of their operations. Our client is seeking a Client Services Associate to join an impactful team in an interactive, client-facing role.
Join a leading Investment Manager that places quality at the forefront of their operations. Our client is seeking a Client Services Associate to join an impactful team in an interactive, client-facing role.
The Client Services Associate will be responsible for the following:
- Assist with client onboarding processes
- Manage banking information and trade reconciliations
- Handle KYC (Know Your Customer) documents and other compliance-related tasks
- Support investment documentation tasks
- Provide administrative support as needed
Responsibilities:
- Assist with client onboarding processes
- Manage banking information and trade reconciliations
- Handle KYC (Know Your Customer) documents and other compliance-related tasks
- Support investment documentation tasks
- Provide administrative support as neede
REQUIREMENT SUMMARY
Min:5.0Max:10.0 year(s)
Outsourcing/Offshoring
Accounts / Finance / Tax / CS / Audit
Customer Service
Graduate
Proficient
1
Toronto, ON, Canada
