Job Description
Distribution of Fund Fact Sheet, and maturity notices to dealers
Setup and maintenance of dealers on the record keeping system within SLA
Review daily new salesperson reporting and email inquiries and ensure that information is entered into the System within the SLA.
Support periodic initiatives requiring collection or updates of client data (i.e. annual tax documentation renewals)
Upon request, analyze and resolve basic client issues, escalating complex cases as needed
Contribute to process improvements by identifying opportunities for efficiency and effectiveness
Develop familiarity with processes, systems, inputs, deliverables etc. during rotations through different teams and perform assigned tasks
Update and maintain data in various client management systems
Assist with internal audits, key control reviews and testing
Assist in reviewing monthly/annually the IRS tax forms W9/W8, withholding statements and other documents for the purpose of US Chapter 3 compliance and US Tax (1042-S, 1042, 1099) annual reporting
Ensure FATCA/CRS/QI compliance where client onboarding process and data management are conducted locally.
Ensure daily/monthly FATCA/CRS/QI operational monitoring and updates
What do you need to succeed?
Must have:
Proficiency with computer applications, such as Microsoft Word, Excel, spreadsheet/financial accounting skills
High level of time management and organization skills
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Exceptional verbal and written communication skills
Nice to have:
Previous experience in a business environment
Knowledge in financial services
Ability to Interpret IRS codes
Please note: In order to be eligible for these student positions, you must either:
Be returning back to school after the work term end-date; or
If you are not returning back to school (i.e. are graduating immediately after the work term), you must require the full work term as a mandatory component in order to graduate successfully
What’s in it for you?
As a global leader in asset servicing, you will be joining a high-performance team with the opportunity to have an impact, share ideas and be heard
Routine learning opportunities and on-the-job coaching and mentorship
Immersion in a professional, accomplished, progressive team
Exposure to senior leadership across the organization
Job Skills
Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Personal Initiative
Setup and maintenance of dealers on the record keeping system within SLA
Review daily new salesperson reporting and email inquiries and ensure that information is entered into the System within the SLA.
Support periodic initiatives requiring collection or updates of client data (i.e. annual tax documentation renewals)
Upon request, analyze and resolve basic client issues, escalating complex cases as needed
Contribute to process improvements by identifying opportunities for efficiency and effectiveness
Develop familiarity with processes, systems, inputs, deliverables etc. during rotations through different teams and perform assigned tasks
Update and maintain data in various client management systems
Assist with internal audits, key control reviews and testing
Assist in reviewing monthly/annually the IRS tax forms W9/W8, withholding statements and other documents for the purpose of US Chapter 3 compliance and US Tax (1042-S, 1042, 1099) annual reporting
Ensure FATCA/CRS/QI compliance where client onboarding process and data management are conducted locally.
Ensure daily/monthly FATCA/CRS/QI operational monitoring and updates
What do you need to succeed?
Must have:
Proficiency with computer applications, such as Microsoft Word, Excel, spreadsheet/financial accounting skills
High level of time management and organization skills
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Exceptional verbal and written communication skills
Nice to have:
Previous experience in a business environment
Knowledge in financial services
Ability to Interpret IRS codes
Please note: In order to be eligible for these student positions, you must either:
Be returning back to school after the work term end-date; or
If you are not returning back to school (i.e. are graduating immediately after the work term), you must require the full work term as a mandatory component in order to graduate successfully
What’s in it for you?
As a global leader in asset servicing, you will be joining a high-performance team with the opportunity to have an impact, share ideas and be heard
Routine learning opportunities and on-the-job coaching and mentorship
Immersion in a professional, accomplished, progressive team
Exposure to senior leadership across the organization
Job Skills
Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Personal Initiative
💡 Quick Summary
Seeking a career-building opportunity? The 2026 Investor Services, Summer Client Operations (4-16 months) position is now open for candidates interested in the Operations Executive Jobs sector. This role in Toronto offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.