Job Description

We are currently seeking a full-time permanent Associate, Client Relations to join our Client Relations team.

As an Associate, Client Relations, you will be responsible for delivering high-quality service and support to Investment Advisors, ensuring accuracy, efficiency, and a seamless experience. By managing inquiries, facilitating transactions, and maintaining data integrity, you will help strengthen RPIA’s client relationships and uphold service excellence. Reporting directly to the Head of Client Relations, your role will be essential in ensuring smooth day-to-day operations, enhancing advisor interactions, and contributing to a well-managed and responsive support function.

The duties and responsibilities of the Associate, Client Relations include but are not limited to:

• Product Knowledge: Maintains a comprehensive understanding of all RPIA product offerings to provide accurate and timely responses to client inquiries.
• Advisor Support : Responds efficiently to Investment Advisor queries, ensuring clarity and consistency in communication.
• Transaction Management: Assists with subscription and redemption requests, including handling exceptions and processing trade corrections.
• Client Onboarding: Guides clients through the onboarding process, ensuring all documentation is complete and proactively following up on any missing information to maintain compliance.
• Cross-Functional Coordination: Collaborates with fund administrators and internal teams to resolve advisor queries and exception requests.
• CRM Data Management & Reporting:
• Ensures CRM data accuracy by managing client profiles, updating records, and ensuring data integrity across advisor teams.
• Generates reports and territory analyses to support advisor engagement, prospecting, and business development efforts.
• Additional Support: Performs other duties as required.

Critical Competencies

• Service Excellence – Delivers high-quality, accurate, and timely support to Investment Advisors, ensuring a seamless and professional client experience.
• Technical Proficiency – Demonstrates a strong understanding of investment products, transactions, and CRM systems to manage data efficiently and support advisors effectively.
• Problem-Solving & Initiative – Anticipates potential challenges, resolves issues proactively, and seeks continuous improvements in processes and service delivery.
• Attention to Detail – Maintains accuracy in transaction processing, onboarding documentation, and CRM management to ensure compliance and operational efficiency.
• Adaptability – Navigates shifting priorities and changing client needs with agility while maintaining service excellence.
• Communication – Communicates clearly and eloquently both verbally and in writing and displays exceptional interpersonal skills when working with clients as well as team members.
• Accountability – Embraces challenges and responsibility and takes pride in the support and work provided.
• Teamwork – A reliable collaborator who values the benefits of a team-first attitude and is willing to pitch in however and wherever possible.

Requirements

• Degree in Business, Finance, or a related field.
• Minimum of three (3) years of experience in client support in the financial services, investment, or related industry, ideally with knowledge of advisor practice management.
• Proven experience working with a CRM system, with experience in data management and reporting.
• Completion or progress toward industry-related courses such as CSC, CIM, CAIA, or CFA is preferred.
• Proficiency in French is considered an asset.

Additional Information

• Position Type: Full-Time Permanent
• Work Location: Toronto To learn more about life at RPIA, visit
• Read our firm’s magazine, Voices of RPIA:

RPIA is proud to be Great Place to Work Certified™. What sets us apart?

• Exceptional single and family benefits package that includes health, dental, and vision insurance plus additional Health Care Spending and Wellness credits.
• Employee and Family Assistance Program to support mental well-being and extends to all family members in your household.
• Opportunities for professional and personal growth through: Cross-functional Mentorship Program, Internally-curated Leadership Skills training program, Community outreach opportunities and monthly team socials.

RPIA is an Equal Opportunity Employer

We believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We are committed to providing an accessible and equitable application and hiring process and will make accommodations should you require it at any point. We encourage you to connect with us at hr@rpia.ca if you require accommodation during the recruitment process.

Our culture is defined by our five core values: excellence, partnership, transparency, integrity, and community. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them. With over 100 employees and approximately $16 billion under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients.

Job Tags

Similar Jobs