Manager, Client Operations

We are currently seeking a full-time permanent Manager, Client Operations, to join our Client Experience team.

We are currently seeking a full-time permanent Manager, Client Operations to join our Client Experience team.

The Manager, Client Operations will be primarily responsible for handling back-office accounting activities such as maintaining client data management, delivery of custom client reporting supplements, and producing other client information as requested.

Responsibilities

• Oversee special analysis and data management activities to support operational efficiency and business requirements
• Oversee the identification and resolution of issues associated with client data, trade breaks, reconciliation breaks, and/or compliance breaches
• Prepare client reports and maintain controls in alignment with internal policies and clients' needs
• Manage operational processes relating to clients' trades, reconciliations, settlements, and/or client reporting, ensuring timely and accurate execution
• Review and circulate monthly internal metrics reports.
• Maintain and update client information the CRM system (Backstop), ensuring client holdings and market values accuracy and reliability
• Provide guidance and oversight in resolving complex operational issues, managing escalations and coordinating with relevant stakeholders
• Lead and support firm and departmental initiatives, including projects, process reviews, system enhancements, and automation opportunities to improve operational efficiency and scalability

Requirements 

• Five (5) to Eight (8) years’ experience in financial services; preferably interacting with fund managers, dealer firms and advisors
• Previous experience within back-office Operations
• University degree, in Business, Finance, Accounting, or a related discipline
• Strong knowledge of Microsoft Office
• Advanced MS Excel skills
• Basic knowledge of financial processes​
• Knowledge of alternative and mutual funds and client account processes
• Ability to identify trends to tell a story from the data to recommend a course of action.
• Excellent written and verbal communication skills
• Great attention to detail and the ability to meet deadlines without compromising accuracy or quality

Additional Information

• Position Type: Full-Time
• Work Location: Toronto
• To learn more about life at RPIA, visit https://rpia.ca/
• Read our firm’s magazine, Voices of RPIA: https://online.flippingbook.com/view/859829658/
• This is to fill an open vacancy
• Artificial Intelligence may be used as part of this recruitment initiative
• Compensation Range: $125,000 - $150,000 base salary, additional compensation may be available.

RPIA is proud to be Great Place to Work Certified™. What sets us apart?

• Exceptional single and family benefits package that includes health, dental and vision insurance plus additional Health Care Spending and Wellness credits.
• Employee and Family Assistance Program to support mental wellbeing extended to all family members in your household.
• Opportunities for professional and personal growth through:
  • Cross-functional Mentorship Program
  • Internally curated Leadership Skills training program
  • Community outreach and monthly social events organized through our volunteer-led committees.

RPIA is an Equal Opportunity Employer

We believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We are committed to providing an accessible and equitable application and hiring process and will make accommodations should you require it at any point. We encourage you to connect with us at [email protected] if you require accommodation during the recruitment process.

Our culture is defined by our six core values: Client-First, Innovation, Excellence, Partnership, Integrity, and Giving back. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them. With over 135 employees and approximately $21 billion in assets under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients.