The Institutional Sales & Service team supports clients across the Institutional and strategic relationship and distribution (SRD) channels throughout the full client lifecycle. The group partners closely with Sales and Relationship Managers to deliver responsive, high-quality service that strengthens client relationships and supports long-term asset retention. Team members work collaboratively across functions, delivering service excellence with efficiency in a fast-paced, client-facing environment.
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Advantages
- 4 days in office starting in October
-Competitive pay
-Great benefits
-Nice working environment
Responsibilities
Core Responsibilities:
Deliver consistent, high-quality service to institutional clients
Respond to client inquiries and service requests promptly
Resolve issues by partnering with internal teams
Maintain strong, ongoing client relationships
Support asset retention through effective servicing
Operational and Coordination Responsibilities:
Manage client deliverables and presentation materials
Ensure timelines and deadlines are consistently met
Coordinate requests for proposals (RFPs) and due diligence questionnaire (DDQs)
Ensure responses are accurate and submitted on time
Address account-releated issues through cross-functional coordination
Strategic and Compliance Support
Partner with Sales and Relationship Managers to support business goals
Maintain accurate client records in customer relationship management systems
Support compliance reviews and regulatory requirements
Contribute to special projects and initiatives as needed
Qualifications
University degree or equivalent relevant financial services industry experience
5 year’s experience in the fund manager, bank, or securities industry is essential; prior knowledge of investment management processes from a servicing or operational perspective preferred
Fluency in English - spoken and written, is essential, French fluency is a plus
Canadian Securities Course preferred
Proficiency with MS Office Suite
Soft Skills:
A sales/marketing mindset with the ability to identify client needs and position solutions that address those needs
Strong multi-tasker who can respond rapidly and effectively to requests, with adherence to established time frames and schedules; ability to organize and prioritize workflow to meet internal and external deadlines
Strong written and verbal communication skills
Ability to work independently and collaboratively
High attention to detail and confidentiality
Summary
If you are interested in this position and think you would be a good find, please apply! We look forward to receiving your application.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
This posting is for existing and upcoming vacancies.
show more
The Institutional Sales & Service team supports clients across the Institutional and strategic relationship and distribution (SRD) channels throughout the full client lifecycle. The group partners closely with Sales and Relationship Managers to deliver responsive, high-quality service that strengthens client relationships and supports long-term asset retention. Team members work collaboratively across functions, delivering service excellence with efficiency in a fast-paced, client-facing environment.
Advantages
- 4 days in office starting in October
-Competitive pay
-Great benefits
-Nice working environment
Responsibilities
Core Responsibilities:
Deliver consistent, high-quality service to institutional clients
Respond to client inquiries and service requests promptly
Resolve issues by partnering with internal teams
Maintain strong, ongoing client relationships
Support asset retention through effective servicing
Operational and Coordination Responsibilities:
Manage client deliverables and presentation materials
Ensure timelines and deadlines are consistently met
Coordinate requests for proposals (RFPs) and due diligence questionnaire (DDQs)
...
Ensure responses are accurate and submitted on time
Address account-releated issues through cross-functional coordination
Strategic and Compliance Support
Partner with Sales and Relationship Managers to support business goals
Maintain accurate client records in customer relationship management systems
Support compliance reviews and regulatory requirements
Contribute to special projects and initiatives as needed
Qualifications
University degree or equivalent relevant financial services industry experience
5 year’s experience in the fund manager, bank, or securities industry is essential; prior knowledge of investment management processes from a servicing or operational perspective preferred
Fluency in English - spoken and written, is essential, French fluency is a plus
Canadian Securities Course preferred
Proficiency with MS Office Suite
Soft Skills:
A sales/marketing mindset with the ability to identify client needs and position solutions that address those needs
Strong multi-tasker who can respond rapidly and effectively to requests, with adherence to established time frames and schedules; ability to organize and prioritize workflow to meet internal and external deadlines
Strong written and verbal communication skills
Ability to work independently and collaboratively
High attention to detail and confidentiality
Summary
If you are interested in this position and think you would be a good find, please apply! We look forward to receiving your application.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
This posting is for existing and upcoming vacancies.
show more
