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About the Role
As an Associate in Client Relations, you will provide high-quality operational and administrative support to the Client Relations team, ensuring accuracy, efficiency, and a seamless client experience. You will help maintain data integrity, support operational excellence, and reduce administrative risk. Your role is essential in ensuring smooth day-to-day operations, supporting scalable growth, and enabling the Client Relations team to focus on client engagement and relationship management.
Responsibilities
- Coordinate all administrative aspects of the client onboarding process, including account setup, documentation preparation, record maintenance, and system updates.
- Coordinate the preparation, collection, and processing of client transaction documentation.
- Support the Client Relations team in delivering a high-quality client experience by preparing client materials and meeting packages, coordinating meeting logistics and follow-ups, tracking requests and action items, and ensuring timely resolution of administrative inquiries.
- Assist with the preparation, maintenance, and tracking of KYC documentation and records.
- Maintain the accuracy and integrity of client information within Salesforce by updating client records, documenting client interactions, managing account-related data, and ensuring information is complete, current, and properly recorded.
- Compile and distribute recurring standardized client reporting materials and supporting documentation.
- Liaise with internal teams, fund administrators, custodians, and service providers to support account setup, transaction processing, exception requests, and issue resolution.
- Support the continuous enhancement of operational processes and administrative workflows by identifying efficiencies and contributing to initiatives that improve the client and team experience, enhance scalability and reduce operational risk.
- Perform other duties as required.
Requirements
- Degree or diploma in Business Administration, Finance, or a related field.
- Minimum of two (2) years of experience in an administrative, operations, client service, or financial services support role.
- Experience working with CRM systems and document management platforms, with strong attention to data accuracy and recordkeeping.
- Strong proficiency in Microsoft Office, including Excel, Word, and Outlook.
- Experience with Salesforce or similar systems is considered an asset.
- Knowledge of investment operations, account administration, or client onboarding processes is considered an asset.
- Proficiency in French is considered an asset.
Skills
- Service Excellence
- Attention to Detail
- Organization & Time Management
- Technical Proficiency
- Problem-Solving & Initiative
- Communication
- Accountability
- Teamwork
Location
- Toronto
Work Type
- Full-Time Permanent
Experience Level
- Associate
Education Level
- Degree or diploma in Business Administration, Finance, or a related field
Salary/Compensations
- $60,000 – $75,000 base salary
Benefits
- 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 wellbeing extended 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 and monthly social events organized through our volunteer-led committees.
About the Company
- RPIA is proud to be Great Place to Work Certified™.
- Our culture is defined by our six core values: Client-First, Innovation, Excellence, Partnership, Integrity, and Giving back.
- With over 135 employees and approximately $21 billion in assets under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients.
Equal Opportunity
- 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.