Top Tech Jobs & Startup Jobs in Montreal

The Associate, Client Services will build relationships with clients, assist with onboarding and support operational tasks in a collaborative environment.

Provide administrative support to Sales and Investment Banking teams, manage executives' schedules, coordinate roadshows, and develop reports.

Assist Investment Advisors in managing client relationships, updating financial plans, processing documentation, and supporting marketing initiatives.

Manage end-to-end billing processes, finalize client invoices, investigate discrepancies, maintain client profiles, and liaise between departments. Requires experience in bookkeeping or billing, strong communication skills, and the ability to adapt to new technologies.