Advisor, Client Experience
Description
Be Part of a Socially Responsible Organization
We are a unique asset management firm that stands out for value creation and its pursuit of sustainable wealth for our clients. Thanks to our people's expertise, we can achieve our purpose and participate in the responsible development of our communities.
With $37 billion in assets, we employ close to 200 people at our head office in Montréal and in our regional offices in Toronto, Guelph and Regina.
We have adopted a hybrid work model that promotes work-life balance as well as a collegiality that sets us apart in the workplace.
The Business Development, Client Partnership, and Marketing Sector: Where Innovation Meets Client Objectives and Business Growth
Do you want to participate in market growth and development while building client trust through effective communication? You’ll be at the heart of the action, positioning Addenda Capital in a constantly evolving environment. This is a challenge that suits you perfectly.
Reporting to the Team Lead, Client Experience, you will play a key role in enhancing client satisfaction and supporting business development and client partnership teams. You serve as a primary point of contact for clients, ensuring positive, responsive, and seamless experience. Your deep understanding of client needs, exceptional analytical capacities, and a commitment to delivering superior client experience throughout the client life cycle will contribute to the firm’s success.
Your responsibilities
- You manage accounts to which you are assigned by responding promptly and efficiently to all client requests and ensuring rigorous follow-up.
- You are responsible for producing and updating client documents including product presentations and factsheets, while respecting the firm’s branding image standards and requirements.
- You ensure that all client-facing documents (quarterly meetings and management report as well as ad hoc requests) reflect information that is complete, accurate and of the highest quality, and are delivered within the required timelines.
- You collaborate to the client integration process by managing and coordinating the client onboarding journey, ensuring seamless collaboration with internal stakeholders.
- You coordinate effective cash management activities (cash inflows and outflows) with appropriate internal departments accordance with instructions received from clients.
- You collaborate effectively with the Business Development and Client Partnership team and other departments to provide superior service to institutional, private and retail platform clients as well as consultants by responding to requests in a timely manner.
- You maintain expert knowledge on the specific characteristics and features of Addenda’s investment solutions.
- You are responsible for spreading the client’s culture within the Client Experience team and across the organization.
What you bring
- Bachelor’s degree in business administration, finance, or a related field.
- CFA designation (an asset) or in the process of obtaining one (an asset).
- 1-5 years of experience in a similar position in an investment management firm, consulting firm or equivalent.
- Excellent knowledge of Microsoft Office including Word, Excel and PowerPoint.
- Working knowledge of Power BI and SSRS (an asset).
- Keen interest in and good understanding of sustainable investment.
What sets you apart
- You are proficient in English and French (oral and written) and have excellent writing and editing skills.
- You have the ability to deliver on mandates under tight deadlines.
- You have interpersonal skills and a client-centric approach that enables you to maintain excellent relationships with the various stakeholders.
- You have attention to detail, strong analytical skills and the ability to produce high quality work.
- You have good organizational skills and attention to details.
- You are results oriented and proactive.
Do you have a genuine interest in this position and meet most of the requirements? Apply now! We value differences and discussions by creating and maintaining an inclusive, equitable and accessible work environment that fosters collaboration. Let us know what makes you unique and how you will make a difference in the Addenda Capital team.