Associate, Client Services

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship. 

We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset.  As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

Visit our website to learn more and for the most up to date AUM information.

SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

WHAT IS IN IT FOR YOU:

We are seeking a highly motivated and detail-oriented Associate for our Canadian Client Relationships team. The Associate, Client Servicing is a key member of the team, supporting the client-facing relationship managers to deliver best in class service to SLC’s institutional clients in Canada, ensuring their needs are met in a timely and efficient manner.

The successful candidate should demonstrate a passion for providing exceptional customer service, have strong communication skills and be able to work effectively in a cross-functional team environment to ensure seamless and timely service delivery and high client satisfaction.

WHAT YOU WILL DO:

• Provide accurate and timely information to clients regarding their investments, including the support and production of monthly and quarterly client reports

• Support the relationship managers in responding to client inquiries efficiently with a high attention to details

• Manage internal requests, such as management reporting, audit requests and providing information required by partner functions such as Tax, Compliance and Fund Accounting

• Help resolve client issues and concerns in a professional and timely manner

• Help process client requests, including account changes and service requests

• Support the process of on-boarding new clients with internal partners and clients

• Develop a deep understanding of our investment products and the financial markets in the context of a global asset manager

• Work cross-functionally with various teams such as Client Solutions, Global Reporting, Investments, Client Experience, Fund Accounting and other client servicing teams to innovate and improve processes

• Continually seek ways to improve the client experience

WHAT YOU WILL NEED TO SUCCEED:

• Strong analytical skills combined with attention to detail in deliverables

• Positive attitude, professional presence and ability to develop strong relationships with stakeholders both inside & outside SLC

• Strong ability to communicate internally and externally

• Highly motivated with a demonstrated passion for delivering excellent client service

• Superior project management skills with ability to effectively manage and coordinate multiple projects and tasks under strict deadlines

• Innovative and continuous improvement mindset

• Team player

• Bachelor’s degree required

• 3+ year of client service and/or investment experience

• Fluent in French and English

• Working knowledge of the asset management industry and investment markets

• Demonstrated proficiency in Microsoft Excel, PowerPoint, Word, and Outlook

• Proficiency in Salesforce or other CRM platforms to manage and track client interactions effectively is a plus

• Progress towards the CFA charter preferred but not required

• Previous experience in asset management preferred but not required

• Open to travel to Toronto, Montreal and Waterloo

Why SLC Management?

• Opportunity to work for a growing global institutional asset manager
• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
• Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
• A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
• The opportunity to move along a variety of career paths with amazing networking potential
• Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments

SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.

Sales - Client Relationship Management

Salary Range

56,000/56 000 - 93,000/93 000

The Base Pay range is for the primary location of the job.  It may vary depending on the work location of the successful candidate or other factors.  In addition to Base Pay, eligible employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.  Certain sales focused roles have sales incentive plans based on individual or group sales results.

We are committed to fostering a diverse, equitable and inclusive environment, where all employees feel valued, respected, and supported. We are dedicated to building a diverse workforce offering wide perspectives and creative ideas that benefit our clients, teams and the communities where we operate. Research shows that women and underrepresented groups tend to apply only if they meet 100% of the criteria. We encourage applications from qualified individuals from all backgrounds even if they don’t meet every criteria in the job description.

We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected].

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.