Client Services Specialist - Toronto, Canada - Picton Mahoney Asset Management

Picton Mahoney Asset Management

Verified Company

Toronto, Canada

1 day ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Our Company

Picton Mahoney Asset Management ("PMAM") was founded in 2004 to provide unique investment solutions to institutional, retail and high net worth investors in Canada and around the world.

We are proud to say that we are 100% employee-owned and manage approximately $10 billion in sub-advisory, pension plan and hedge fund assets on behalf of our clients.

We are honoured to make the ranks as one of Canada's Top-8 Employers as recognized through Great Place to Work in 2020 and 2021, Canada's 2020 and 2021 Best Workplaces in Financial Services & Insurance, 2021 Best Workplaces for Women, 2021 Best Workplaces for Inclusion, and 2020 and 2021 Best Workplace in Ontario.

The core values at Picton Mahoney guide the employee experience and contribute to the culture which fosters strong, transparent relationships.

Why Work at Picton Mahoney
?

Picton Mahoney Asset Management is a place where employees can be proud of building a rewarding career that offers growth and the opportunity to evolve within a supportive culture that focuses on professional development.

Over the past 15 years, we have learned from feedback and have developed strategies and programs that enhance employee engagement and improve the employee experience.

As our values state:
_We work together; fully engaged and aligned. We support each other, and our actions contribute to the strategic goals of our firm.

We are highly focused on continuous improvement while driving positive change and stronger results across our team and the firm.

We believe in _integrity and always "doing the right thing" for our clients, colleagues and the firm. We are committed to performance, excellence and winning.

At Picton Mahoney, "stepping up" is an action, not a thought, which results in the development and implementation of those ideas.

We accept full responsibility for personal performance and results.

We believe in being open when providing and receiving feedback, because it makes us better at what we do best.

_

The Opportunity

Responsibilities of the Role

Manage process for collection, verification, and accuracy of investor subscription documentation
Assist Sales team with various tasks including responding to information requests, due diligence questionnaires and communications to external advisor network as needed
Maintain relationships with external service providers
Participate in new initiatives, fund launches or other changes to the investment product suite
Assist with various operational tasks for entire product range
Research investor account activity or performance questions as required
Assist with new client onboarding and ongoing KYC and investor file maintenance
Assist with periodic regulatory filing requirement following multiple deadlines
Special projects, research of industry and competitor analysis or additional adhoc requests

The Qualifications and Experience Required

Postsecondary education in business (or relevant area of study)
13+ years of related experience preferably in mutual fund trade processing or advisor/sales support
Recent graduates with relevant work experience are also encouraged to apply
Experience with FundSERV, Unitrax or equivalent trade processing software
Knowledge of the administrative functions of hedge funds, mutual funds, and the fund industry
Exposure to ETFs considered an asset
Must be highly proficient in Microsoft Excel
Exposure to KYC/AML, FATCA and industry regulations
Natural ambition to collaborate across departments
Selfstarter with strong problemsolving skills and ability to take ownership of processes
Excellent Communication both written and oral
Highly professional, flexible and organized with highest degree of integrity
Ability to work under pressure, while maintaining meticulous attention to detail
Completion of the Canadian Securities Course (CSC) considered an asset

Competencies of a Successful Leader at Picton Mahoney:

Results-Oriented: Does everything to be as productive as possible; keeps 100% focused on work; takes initiative to start and complete tasks.

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Collaboration: Relates well to all kinds of people, up, down and sideways, inside and outside the organization. Builds appropriate rapport; Builds constructive and effective relationships using diplomacy and tact; Can diffuse even high-tension situations comfortably.
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Critical Thinking: Able to objectively examine assumptions and beliefs; Makes decisions that impact problems at their cause rather than just the symptom; Uses a decision-making approach that is fair and accurate; Demonstrates insightful understanding of the organizational context and priorities; Foresees long-term implications of proposed positions.
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Customer Focus: Communicates in a positive manner, especially when handling complaints or conflict; efficiently obtains additional resources as needed to satisfy customer needs. Can refer internal or external people