Position Details

Salary $64K – $68K USD / year

Type Not Specified

Experience mid

Exp. Years 5+ years

Education University degree or equivalent relevant financial services industry experience

Category Sales & Business Development

About this role

Institutional Sales & Service Associate supports institutional clients across the client lifecycle; delivers responsive service, coordinates client deliverables, and supports RFPs and due diligence, in a hybrid work arrangement.

Key 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
Coordinate requests for proposals (RFPs) and due diligence questionnaires (DDQs)

Technical Overview

Domain: asset management/fintech; Tools: CRM and MS Office; Client servicing and regulatory due diligence coordination.

Ideal Candidate

The ideal candidate is a mid-level institutional sales professional with 5+ years in asset management; strong client servicing, multilingual capability (English; French a plus), and experience with RFPs and due diligence questionnaires; adept at relationship management in a hybrid office setting.

Must-Have Skills

5 years' experience in the fund managerbankor securities industry essentialFluency in English - spoken and writtenFrench fluency is a plusCanadian Securities Course preferredProficiency with Microsoft PowerPointExceland Word

Tools & Platforms

CRM

Required Skills

institutional salesclient servicingrelationship managementRFPsDDQsasset retentioncross-functional coordinationEnglishFrench (plus)CRMhybrid work

Hard Skills

Microsoft PowerPointMicrosoft ExcelMicrosoft WordCRMClient servicingRFPsDDQsAsset retentionRelationship management

Soft Skills

Sales mindsetCommunicationMultitaskingDetail-orientedCollaborative

Certifications

Preferred

Canadian Securities Course

Industry & Role

Industry Fintech

Job Function Client servicing and relationship management for institutional clients in asset management.

Keywords for Your Resume

institutional sales & servicefranklin templetonasset managementwealth managementfintechinstitutional clientscrmrfpddqservice deliveryenglishfrench (plus)hybridin office 3-4 dayscanadian securities courserelationship managementclient servicingcross-functional coordinationregulated industries

Deal Breakers

Less than 5 years experience in fund manager/bank/securities, Lack of English fluency, No regulation knowledge

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