Bilingual Institutional Client Service Associate
Top Benefits
About the role
Full Time
Location: Toronto, ON
Be Boring. Make Money. ™ is our investment approach, but we are anything but dull. We are a diverse, passionate team united by our commitment to provide our clients with financial peace of mind and our desire to create one of the best companies in the world. A career with us will be demanding; however, the experience will also be dynamic, supportive, intellectually stimulating, and above all—meaningful. We take pride in doing things a little differently than other investment firms. Innovative ideas, diverse opinions and experiences, and teamwork are expected and rewarded regardless of title or tenure.
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 (2025).
The Opportunity
The Institutional Portfolio Management team is looking for a Bilingual Client Service Associate who will be responsible for the delivery of superior and meticulous client service. They will work closely with one or more Institutional Portfolio Managers (IPMs) to manage client accounts, problem-solve, and provide back-up and training all whilst demonstrating a commitment to our core values: integrity, excellence, putting our clients’ interests first, and thinking long-term.
This role reports to the Manager of Institutional Portfolio Services.
Role Responsibilities
- Work closely with one or more IPMs to build and maintain excellent client relationships
- Manage administrative account activities, such as: account onboarding, trade preparation, verification, cash management, account reconciliation, document management, 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
- Prepare presentation materials for portfolio reviews and new business presentations
- Troubleshoot and resolve complex queries (internal and external); anticipate and avoid potential issues
- Participate in projects at analysis and UAT stages as a subject matter expert
- Help improve and streamline the service model and operational procedures
- Provide back-up to team as required, including workflow, filling in for a colleague in their absence, and training
Desired Qualifications
- University degree or College diploma in a related field of study
- Successful completion of the CFA Investment Foundations or Canadian Securities Course is desirable
- Solid knowledge of MS Office, particularly Excel and PowerPoint, as well as proficiency with web-based applications
- High level of attention to detail and accuracy
- Excellent analytical, organizational, and problem-solving skills
- Strong interpersonal skills; thrives in a team environment
- Excellent verbal and written communication - Fluent in English and French
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 August 18th, 2025 at: https://www.mawer.com/careers/
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 perspectives 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 hraccommodation@mawer.com.
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.
About Mawer Investment Management
Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned, independent investment firm, managing approximately $89.5 billion in assets for institutional and individual investors across all major investment strategies. We employ over 250 people in Canada, the U.S., and Singapore.
For over 50 years, we have provided investment management for our clients using our “boring” investment approach. This approach has helped our clients safely and profitably navigate the investing landscape over many economic cycles. Our mission is to be our clients’ most trusted investment manager by delivering long-term investment excellence, building strong client partnerships, and making a commitment to do the right thing—always.
We are dedicated to investing in our people and our communities. This commitment has earned us recognition as a top employer, including being named one of Canada’s Top 100 Employers (2025), Alberta Top Employers (2024), and Canada’s Top Small & Medium Employers (2024).
Bilingual Institutional Client Service Associate
Top Benefits
About the role
Full Time
Location: Toronto, ON
Be Boring. Make Money. ™ is our investment approach, but we are anything but dull. We are a diverse, passionate team united by our commitment to provide our clients with financial peace of mind and our desire to create one of the best companies in the world. A career with us will be demanding; however, the experience will also be dynamic, supportive, intellectually stimulating, and above all—meaningful. We take pride in doing things a little differently than other investment firms. Innovative ideas, diverse opinions and experiences, and teamwork are expected and rewarded regardless of title or tenure.
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 (2025).
The Opportunity
The Institutional Portfolio Management team is looking for a Bilingual Client Service Associate who will be responsible for the delivery of superior and meticulous client service. They will work closely with one or more Institutional Portfolio Managers (IPMs) to manage client accounts, problem-solve, and provide back-up and training all whilst demonstrating a commitment to our core values: integrity, excellence, putting our clients’ interests first, and thinking long-term.
This role reports to the Manager of Institutional Portfolio Services.
Role Responsibilities
- Work closely with one or more IPMs to build and maintain excellent client relationships
- Manage administrative account activities, such as: account onboarding, trade preparation, verification, cash management, account reconciliation, document management, 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
- Prepare presentation materials for portfolio reviews and new business presentations
- Troubleshoot and resolve complex queries (internal and external); anticipate and avoid potential issues
- Participate in projects at analysis and UAT stages as a subject matter expert
- Help improve and streamline the service model and operational procedures
- Provide back-up to team as required, including workflow, filling in for a colleague in their absence, and training
Desired Qualifications
- University degree or College diploma in a related field of study
- Successful completion of the CFA Investment Foundations or Canadian Securities Course is desirable
- Solid knowledge of MS Office, particularly Excel and PowerPoint, as well as proficiency with web-based applications
- High level of attention to detail and accuracy
- Excellent analytical, organizational, and problem-solving skills
- Strong interpersonal skills; thrives in a team environment
- Excellent verbal and written communication - Fluent in English and French
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 August 18th, 2025 at: https://www.mawer.com/careers/
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 perspectives 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 hraccommodation@mawer.com.
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.
About Mawer Investment Management
Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned, independent investment firm, managing approximately $89.5 billion in assets for institutional and individual investors across all major investment strategies. We employ over 250 people in Canada, the U.S., and Singapore.
For over 50 years, we have provided investment management for our clients using our “boring” investment approach. This approach has helped our clients safely and profitably navigate the investing landscape over many economic cycles. Our mission is to be our clients’ most trusted investment manager by delivering long-term investment excellence, building strong client partnerships, and making a commitment to do the right thing—always.
We are dedicated to investing in our people and our communities. This commitment has earned us recognition as a top employer, including being named one of Canada’s Top 100 Employers (2025), Alberta Top Employers (2024), and Canada’s Top Small & Medium Employers (2024).