Client Service Executive Jobs in Toronto, ON (NOW HIRING)

Why this role is important to us

You will act as a key contributor to the Canada and United States Asset Owner Client Service teams within Investor Services, with a focus on supporting tactical and strategic governance and project management across a variety of disciplines.

What you will be responsible for

As Oversight Control, AVP you will:

Be responsible for Client Service's Billing Governance Program overseeing millions of dollars in aged receivables and the quarterly reserves working closely with Finance Controllers, Billing, Client Service, Relationship Management and Canada and Asst Owner Portfolio Leads. You will act as an SME, produce regular reporting, follow up with owners and identify and escalate issues.

Lead key risk initiatives for the Canada and US Asset Owner teams through business as usual (BAU) risk/compliance maintenance and monitoring and project managing issue specific remediation projects. This includes acting as the First Line of Defense (FLOD) representative for the team, maintaining the regular governance process on AML periodic reviews for the business and acting as the FTTOP Practitioner (SME) for the business. You will be participating in various working groups and governance forums on these topics.

Oversee client service's inputs to Canada Common Reporting Standard (CRS) & FATCA (Foreign Account Tax Compliance Act) Tax reporting process to ensure compliance with standards for Canadian Financial Institutions.

Be responsible for supporting projects in a variety of capacities and disciplines based on the key initiatives of the client service team. While there will be a focus on Risk & Compliance initiatives, other disciplines could include: operating model, people strategy, client specific remediations, process improvement, etc. This role could also be asked to perform business analysis, strategy planning and governance, and adhoc project activities as needed.

Regularly interact with client service teams located across US and Canada, Delivery Partners, Relationship Managers, Business Risk & Compliance teams, Billing, Legal, Tax, and other divisions.

What we value

These skills will help you succeed in this role

Proven track record of strong project management performance, PMP certification a plus

Capable of thinking strategically and analytically with a demonstrated ability of driving execution

Acts with a high level of responsiveness

Ability to work collaboratively across multiple business groups and levels of the organization but also able to act independently

Strong PowerPoint, Excel, and written communication skills

Strong organizational skills, attention to detail and ability to multi-task

Self-motivated, strong work ethic

Agile and adaptable to change

Ability to quickly and effectively absorb new concepts and business knowledge

Education & Preferred Qualifications

Bachelor's degree required

Minimum 5+ years' experience preferred

PMP certification, or desire to achieve PMP certification, desired but not a requirement

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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