Institutional Sales Assistant

Institutional Sales & Service Associate Location: Downtown Toronto, ON (Hybrid - 4 days/week in office) Duration: 12-Months with potential for extension or more Compensation: $30-$35/hour plus 4% vacation pay; paid weekly About the Opportunity Our client, a leading investment management organization, is seeking an experienced Institutional Sales & Service Associate to join their Institutional Sales & Service team in Toronto. This role supports institutional clients and strategic distribution partners throughout the client lifecycle, working closely with Sales and Relationship Managers to deliver exceptional service, strengthen client relationships, and support long-term asset retention. This is an excellent opportunity for a financial services professional with experience serving institutional clients and navigating complex client requests within an investment management, banking, or securities environment. Key Responsibilities Client Service & Relationship Management Deliver high-quality service and support to institutional clients. Respond promptly and professionally to client inquiries and service requests. Manage and resolve client issues by coordinating with internal stakeholders. Build and maintain strong relationships with institutional clients. Support client retention through proactive and effective servicing. Operations & Sales Support Coordinate and manage client deliverables, presentations, and reporting materials. Ensure requests and deliverables are completed accurately and within established timelines. Support the completion of Requests for Proposal (RFPs) and Due Diligence Questionnaires (DDQs). Partner with internal teams to address account-related inquiries and operational matters. Assist with ongoing sales and relationship management initiatives. Compliance & Strategic Support Maintain accurate client records within CRM systems. Support compliance reviews and regulatory requirements. Collaborate with Sales and Relationship Managers to achieve business objectives. Participate in special projects and process improvement initiatives as required. Qualifications Required Experience Minimum 3 years of experience within investment management, banking, asset management, or the securities industry. Proven experience servicing institutional clients in a client-facing, operational, or relationship management capacity. Demonstrated ability to manage institutional client expectations and navigate complex client requests. University degree or equivalent combination of education and relevant industry experience. Strong understanding of investment management processes and client servicing best practices. Canadian Securities Course (CSC) is considered an asset. Advanced proficiency in all Microsoft Office tools Professional Competencies Strong client service orientation with a sales and marketing mindset. Excellent organizational skills with the ability to manage multiple priorities and meet tight deadlines. Exceptional written and verbal communication skills. Ability to work both independently and collaboratively in a fast-paced environment. Strong attention to detail and problem-solving capabilities. Why Apply? Competitive hourly compensation of $30-$35/hour (commensurate with experience) – paid weekly. Opportunity to work with a highly respected investment management organization. Exposure to institutional sales, relationship management, and client servicing. Potential for contract extension or longer-term career opportunities. Downtown Toronto location with a collaborative hybrid work environment. If this opportunity sounds like you, please apply today as our client is ready to start interviewing next week – this is a new addition to the team due to growth so their sense of urgency is great! Vacancy Status: This posting is for an existing vacancy. At Adecco our purpose is simple: to make the future work for everyone. We live our values, Passion, Collaboration, Inclusion, Courage, and Customers at Heart, by fostering a workplace where diversity is celebrated and every voice matters. We encourage applications from individuals of all backgrounds and identities. Together, we’re making the future work for everyone.

The role involves providing high-quality service and support to institutional clients while managing deliverables such as RFPs and DDQs. It also requires maintaining accurate CRM records and collaborating with Sales and Relationship Managers to ensure client retention.

Candidates must have at least 3 years of experience in investment management, banking, or securities, along with a university degree. Proficiency in Microsoft Office is required, and a Canadian Securities Course (CSC) certification is considered an asset.

• Vacation Pay

• Résolution de problèmesSouhaitée
• Microsoft OfficeSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Institutional Client Servicing
• Relationship Management
• RFP Support
• DDQ Support
• CRM Management
• Investment Management
• Microsoft Office
• Client Retention
• Operational Support
• Written Communication
• Verbal Communication
• Problem Solving
• Organizational Skills
• Compliance Review
• Sales Support

• Finance & Accounting
• Sales
• Customer Service & Support
• Administrative

Formation minimale

Baccalauréat

Expérience minimale

2+ ans

Postuler avant le

5 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Présence au bureau

4 jours par semaine

Niveau d’expérience

Associate

Mode de candidature

La candidature directe est offerte