Individual Client Service AssociateMawer Investment Management • Toronto, Ontario, Canada
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Individual Client Service Associate
Mawer Investment Management
- Toronto, Ontario, Canada
- Toronto, Ontario, Canada
Über
Dedicated to our people, we have consistently been recognized as a preferred employer, receiving awards such as Canada's Top 100 Employers (2025), Alberta Top Employers (2025), and Canada's Top Small & Medium Employer
Full Time
Location: Toronto, ON
Vacancy Status: Existing role
Salary Range: $60-80k/yr
The Opportunity
Mawer Investment Management is looking for an Individual Client Service Associate to join our team and provide critical support to Investment Counsellors and accurate, timely reporting. The successful candidate is expected to be a team player with excellent attention to detail and dedicated to delivering exceptional client service.
Role Responsibilities
Work closely with one or more Investment Counsellors to provide administrative support and build and maintain excellent client relationships
Manage administrative account activities, such as account onboarding, trade preparation, verification, cash management, account reconciliation, document management, and reporting
Investigate and resolve issues, complaints, and requests from clients, custodians, and/or advisors
Prepare and verify accuracy of mutual fund trade orders
Prepare, review, and distribute monthly and quarterly reporting to clients
Troubleshoot and resolve complex internal and external queries; anticipate and avoid potential issues
Help improve and streamline the client service model and operational procedures
Provide team back-up responsibilities as assigned and as required, including workflow support and colleague coverage
Desired Qualifications
3+ years' related experience in an administrative or financial services role
University business degree or relevant post-secondary diploma
Successful completion of the Canadian Securities Course (preferred)
Strong working knowledge of Microsoft Office 365
Working knowledge of individual investment account types (RRSP, TFSA, Taxable, Corporate, etc.) is required
Experience using Client Relationship Management (e.g. Salesforce) and Trade Order Management (e.g. SimCorp Dimension) software is an asset
Risk management mindset, with a good understanding of internal controls and the Compliance environment
Demonstrated exceptional client service skills
Solid knowledge of investment management business and terminology
Hands-on, self-starter with strong interpersonal and team skills
Attention to detail is a must
Strong communication, analytical, organizational, and troubleshooting skills
Ability to prioritize and remain composed in a fast-paced environment
Why Mawer?
Directly contribute to the firm's growth as a global, independent investment manager.
Learn and work within a high-performing team that has consistently delivered exceptional long-term investment results and high levels of client satisfaction.
Be a part of a meritocracy in which the quality of ideas supersedes hierarchy; where every role is valued, and every voice heard. At Mawer, talented team members can progress quickly, regardless of tenure or experience.
Our unique culture, which is integral to who we are and (we think) a competitive advantage. Our culture is shaped by our core values (integrity, putting clients' interests first, excellence, teamwork, and long-term thinking) and key behaviours (curiosity, candour, accountability, and appreciation), which are much more than words on a page. They guide the way we operate, make decisions, and communicate every day.
We offer a flexible work environment with a blended workplace approach tailored to the unique needs of each department and team. This allows employees to seamlessly combine in-person and remote work experiences, fostering collaboration, promoting work-life integration, and empowering our team members to thrive in a dynamic, interconnected professional setting.
Our Benefits and Perks Include:
Comprehensive health and wellness benefits
Unlimited vacation days
Retirement planning assistance, including RSP contributions
Annual learning stipend
Parental leave top-up
Significant community investment contribution via our Employee Matching Program
To apply, please submit your resume, cover letter, and application by March 10th, 2026 at:
All candidates must be eligible to work in Canada. Only applications that include all required materials will be considered.
At Mawer, we are committed to fostering a culture of diversity and inclusion. We strive to attract, hire, develop, and retain the best people from a wide variety of backgrounds/experiences and create an environment where unique ideas and perspective are heard and valued. We believe a diverse and inclusive culture fuels innovation and enables more effective decision-making across the firm, helping to improve investment performance, strengthen client partnerships, and create more value for all stakeholders: clients, employees, owners, and society.
We administer all practices and programs without discrimination and strive to provide equal access to employment. A Human Resources representative will work with applicants who request accommodation or special assistance during the application process. If you need accommodation or assistance, please contact us at
We believe experience comes in many forms and we're committed to adding new perspectives to our team. If your experience is close to what we've outlined, we encourage you to apply.
About Mawer
Established in 1974, Mawer Investment Management Ltd. is an independent firm that provides world-class, global investment management services to a broad range of institutional and individual clients. We are proud of our reputation as one of Canada's most respected investment management firms and strive to earn such respect by continually delivering long-term investment excellence, developing strong client partnerships, and living our core values.
No telephone inquiries please.
We thank all applicants and advise that only those selected for an interview will be contacted.
Sprachkenntnisse
- English
Hinweis für Nutzer
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