Client Service Assistant

About AGF:

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

About Cypress Management Ltd.:

Cypress was formed in October 1998 with its head office in Vancouver, British Columbia. The founding partners of Cypress wanted to create a firm that would best meet the needs of individual investors and corporate clients. Since the firm’s inception, assets under management have grown to over $5 billion including private clients, foundation and institutional mandates. On June 30, 2004, AGF acquired 100% of the outstanding shares of Cypress. Cypress’ investment team and investment strategies/policies remain independent of AGF’s. Cypress’ investment team is comprised of nine experienced investment professionals, each holding a CFA designation. We pride ourselves on maintaining a thorough understanding of current empirical work on portfolio management.

At Cypress, we believe it is important to maintain the highest level of integrity in our business practice. All staff members follow the CFA Institute code of ethics and standards of professional conduct. The firm plans to continue growing with the proviso that client service and investment performance not be compromised.

About the Role:

Cypress is looking for a Client Service Assistant to help the portfolio management team. This role is ideal for someone with a background in client service and an interest in the Financial Services industry. The successful candidate will play an integral role in ensuring the smooth onboarding of new clients, assisting with portfolio administration, and providing operational support to the team.

Your Responsibilities:

• Client Support: supporting the portfolio managers in managing the day-to-day inquiries and needs of prospective and existing clients via phone and email.
• Relationship Management: providing exceptional customer service and strong attention to detail.
• Administrative Tasks: preparing client documentation, scheduling meetings, and handling follow-ups from clients and internal teams.
• Data Entry & Reporting: inputting and updating client information, assisting with account follow-ups/maintenance, as well as reporting as needed.
• Compliance & Confidentiality: ensuring that all client interactions and storing of data is in accordance with company policies.
• Additional projects to help grow the business or deliver better client service, including updating website and marketing content, researching software tools, or maintaining internal KYP and KYC documentation.

Your Qualifications:

• Track record of providing excellent client service and experience in a client-facing role (i.e. hospitality, banking, marketing & communications, etc.)
• Strong attention to detail and problem-solving skills.
• Expert level Microsoft Office skills.
• Excellent communication skills (both written and verbal) with the ability to explain complex information clearly.
• Ability to work independently, managing multiple tasks and deadlines, as well as collaboratively as part of a team.
• Must be willing to complete the Canadian Securities Course (CSC) and optionally pursue Wealth Management Essentials (WME).
• 1-2 years’ work experience in an office environment is an asset, but not required.

Additional Information concerning the role:

• Primarily in-office with limited hybrid opportunities.
• Not necessarily client-facing.
• Significant scope to increase responsibilities over time depending on the candidate.

Compensation:

Annual base salary of $55,000 to $70,000 depending on experience.

No unsolicited agency referrals please.

AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.