Individual Client Service Associate
Individual Client Service Associate
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Full Time Permanent
Location: Calgary AB
Be Boring. . is our investment approach but we are anything but dull. We are a diverse passionate team united by our commitment to provide our clients with financial peace of mind and our desire to create one of the best companies in the world. A career with us will be demanding; however the experience will also be dynamic supportive intellectually stimulating and above allmeaningful. We take pride in doing things a little differently than other investment firms. Innovative ideas diverse opinions and experiences and teamwork are expected and rewarded regardless of title or tenure.
Dedicated to our people we have consistently been recognized as a preferred employer receiving awards such as Canadas Top 100 Employers 2025 Alberta Top Employers 2025 and Canadas Top Small & Medium Employer 2024.
The Opportunity
Mawer Investment Management is looking for an Individual Client Service Associate to join our team and provide critical support to Investment Counsellors and accurate timely reporting. The successful candidate is expected to be a team player with excellent attention to detail and dedicated to delivering exceptional client service.
Role Responsibilities
- Work closely with one or more Investment Counsellors to provide administrative support and build and maintain excellent client relationships
- Manage administrative account activities such as account onboarding trade preparation verification cash management account reconciliation document management and reporting
- Investigate and resolve issues complaints and requests from clients custodians and/or advisors
- Prepare and verify accuracy of mutual fund trade orders
- Prepare review and distribute monthly and quarterly reporting to clients
- Troubleshoot and resolve complex internal and external queries; anticipate and avoid potential issues
- Help improve and streamline the client service model and operational procedures
- Provide team backup responsibilities as assigned and as required including workflow support and colleague coverage
Desired Qualifications
- 3 years related experience in an administrative or financial services role
- University business degree or relevant postsecondary diploma
- Successful completion of the Canadian Securities Course (preferred)
- Strongworking knowledge of Microsoft Office 365
- Workingknowledge of individual investment account types (RRSP TFSA Taxable Corporate etc. is required
- Experienceusing Client Relationship Management (e.g. Salesforce) and Trade Order Management (e.g. SimCorp Dimension) software is an asset
- Riskmanagement mindset with a good understanding of internal controls and the Compliance environment
- Demonstratedexceptional client service skills
- Solidknowledge of investment management business and terminology
- Handson selfstarter with strong interpersonal and team skills
- Attentionto detail is a must
- Strongcommunication analytical organizational and troubleshooting skills
- Ability to prioritize and remain composed in a fastpaced environment
Why Mawer
- Directly contribute to the firms growth as a global independent investment manager.
- Learn and work within a highperforming team that has consistently delivered exceptional longterm investment results and high levels of client satisfaction.
- Be a part of a meritocracy in which the quality of ideas supersedes hierarchy; where every role is valued and every voice heard. At Mawer talented team members can progress quickly regardless of tenure or experience.
- Our unique culture which is integral to who we are and (we think) a competitive advantage. Our culture is shaped by our core values (integrity putting clients interests first excellence teamwork and longterm thinking) and key behaviours (curiosity candour accountability and appreciation) which are much more than words on a page. They guide the way we operate make decisions and communicate every day.
- We offer a flexible work environment with a blended workplace approach tailored to the unique needs of each department and team. This allows employees to seamlessly combine inperson and remote work experiences fostering collaboration promoting worklife integration and empowering our team members to thrive in a dynamic interconnected professional setting.
Our Benefits and Perks Include:
- Comprehensive health and wellness benefits
- Unlimited vacation days
- Retirement planning assistance including RSP contributions
- Annual learning stipend
- Parental leave topup
- Significant community investment contribution via our Employee Matching Program
To apply please submit your resume cover letter and application by April 14th 2025 at: candidates must be eligible to work in Canada. Only applications that include all required materials will be considered.
At Mawer we are committed to fostering a culture of diversity and inclusion. We strive to attract hire develop and retain the best people from a wide variety of backgrounds/experiences and create an environment where unique ideas and perspective are heard and valued. We believe a diverse and inclusive culture fuels innovation and enables more effective decisionmaking across the firm helping to improve investment performance strengthen client partnerships and create more value for all stakeholders: clients employees owners and society.
We administer all practices and programs without discrimination and strive to provide equal access to employment. A Human Resources representative will work with applicants who request accommodation or special assistance during the application process. If you need accommodation or assistance please contact us at .
We believe experience comes in many forms and were committed to adding new perspectives to our team. If your experience is close to what weve outlined we encourage you to apply.
About Mawer
Established in 1974 Mawer Investment Management Ltd. is an independent firm that provides worldclass global investment management services to a broad range of institutional and individual clients. We are proud of our reputation as one of Canadas most respected investment management firms and strive to earn such respect by continually delivering longterm investment excellence developing strong client partnerships and living our core values.
No telephone inquiries please.
We thank all applicants and advise that only those selected for an interview will be contacted.
Required Experience:
IC
Employment Type
Full-Time
