Individual Client Service Associate Job Toronto Ontario Canada,Finance & Banking

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. 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

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…


Increase/decrease your Search Radius (miles)



Job Posting Language