Individual Client Service Associate

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 (2026), Alberta Top Employers (2026), and Canada’s Top Small & Medium Employer (2025).

Full Time

Location:
Toronto, ON

Vacancy Status:
Existing role

Salary Range: $60-80k/yr

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.

• 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

• 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. Sim Corp 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

• 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…