Advisor, Client Experience
Description
Addenda Capital is a Socially Responsible Organization.
As an investment management firm, we stand out by creating value and pursuing sustainable wealth for our clients. Thanks to the expertise of our teams, we can achieve our purpose and participate in the responsible development of the community.
With $40 billion in assets under management, we employ nearly 200 people at our Montréal head office and in our regional offices in Toronto, Guelph and Regina. We favour 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. Here’s a challenge that should suit you perfectly.
Reporting to the Team Lead, Client Experience, you will play a key role in meeting the needs of various institutional investor clients and in supporting business development.
You serve as the first point of contact for clients, ensuring a positive and proactive experience. Your deep understanding of client needs, your analytical skills and your commitment to providing a superior client experience will contribute to the firm’s success.
Your responsibilities
- Foster a culture of positive experience in every interaction with clients, in close collaboration with the Business Development and Client Partnership team;
- Manage the accounts to which you are assigned by responding promptly and efficiently to ad hoc client requests and ensuring rigorous follow-up;
- Take part in establishing and maintaining business relationships with clients;
- Ensure that all client-facing documents, including management reports and quarterly presentations (performance analysis, portfolio positions, market, etc.) are produced, complying with the firm’s standards and requirements in terms of brand image;
- Make sure that all documents intended for clients contain complete and accurate information of the highest quality, and that they are delivered within a reasonable time frame;
- Contribute to the client integration process by managing and coordinating the onboarding journey, ensuring seamless collaboration with other departments.
- Coordinate the inflow and outflow of client funds with the appropriate internal teams;
- Maintain an in-depth knowledge of the features and particularities of Addenda’s various investment solutions.
What you will need to succeed
Experience and Knowledge
- Strong client focus and sound judgement;
- Good knowledge of investment, mostly for institutional clients;
- Keen interest in and a good understanding of sustainable investing;
- Bachelor’s degree in business administration, finance or a related field;
- Four (4) to seven (7) years of experience in a similar position in an investment management firm, consulting firm or equivalent;
- Excellent written and verbal communication skills in English and French;
- CFA designation (an asset) or in the process of obtaining one;
- Excellent knowledge of Microsoft Office including Word, Excel and PowerPoint;
- Working knowledge of Power BI and SSRS (an asset).
Skills and Abilities
- You are committed to promoting client experience in everything you do;
- You apply a results-oriented and proactive approach;
- 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;
- Self-reliance, strong analytical skills and the ability to produce high-quality work.
- You work in a methodical way, with attention to detail;
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.