Client Services Manager

This posting is for an existing position that is currently vacant.

About Cidel

Cidel is a Canadian-based global private bank and asset manager. We help high net worth individuals, families and institutions protect and grow their wealth. Our expertise spans three well-integrated service areas:

Asset Management,

Planning, Structuring & Trust, and

Specialized

We are a unique firm in the way we combine the scale and capability of a large global bank, with the continuity and genuine commitment to service of a boutique firm.

Description

We are seeking a highly motivated and detail‑oriented Client Services Manager to join our Client Services team. This role supports the delivery of exceptional client service by coordinating client onboarding, account maintenance, cash management, reporting, and regulatory documentation.

Areas of Focus will Include:

Client Service & Relationship Support

Ensure timely and accurate resolution of all client requests and inquiries

Monitor group email inboxes and take ownership of, or coordinate responses to, client matters as required

Client Account Onboarding

Coordinate end‑to‑end onboarding of client accounts, including:

Olympic contact setup and root reservation

Upload of documentation for compliance review and liaison with the Compliance team as required

Completion of final Olympic setup steps

Web access setup

Coordination with Operations for fund or omnibus account openings

Statement and duplicate statement setup

Website access setup

Fee setup

Estate management setup, where applicable

Client Record Maintenance

Create and maintain accurate client records across all systems

Maintain and organize client documentation on shared drives

Perform ongoing account maintenance in all applicable systems

Cash Management & Payments

Coordinate client cash requests, including:

Instructing, tracking, and entering daily one‑off and scheduled Electronic Funds Transfers (EFTs) across multiple custodians

Instructing, tracking, and entering wire transfers

Processing cheque deposits and withdrawals

Tax & Regulatory Documentation

Manage W‑8, W‑9, CRS, NR and related tax forms with custodians, including:

Daily updates to the Documents Portal

Tracking document expirations

Preparing forms for client execution and mailing

Tracking sent and received dates and following up as required

Uploading completed documentation

Client Reporting

Assist in the preparation and distribution of client reports, including:

Monthly corporate and year‑end account reports

One‑off statements or reports as requested by clients or internal stakeholders

Registered Plan & Tax Reporting Support

Assist with annual registered plan tax reporting, including:

RRSP contribution slips

RRSP, IPP, and RIF withdrawal slips

TFSA contribution and withdrawal reporting

Filings with custodians and/or the CRA

Asset Transfers & Account Closures

Manage asset transfers in and out, including:

Preparation of transfer forms (standalone or as part of account opening packages)

Initiating and tracking transfers

Regular follow‑up with transfer counterparties

Monitoring transfers at custodians

Providing regular updates to Wealth Consultants

Entry of transfer details in Olympic

Perform final account closing processes

Coordinate other asset movements, including charitable donations in and out

Special Projects

Assist with special projects as assigned by the Manager, including but not limited to:

Document mailings

Document and directory maintenance

Account and system maintenance initiatives

Requirements and Key Competencies 

Minimum 3–5 years of experience as a Client Service Administrator, Operations Administrator, or similar role within the financial services industry

Experience with regulatory documentation, tax reporting, wires, and/or back‑office custody operations preferred

Enrollment in or completion of the Canadian Securities Course (CSC) or a similar program preferred

Strong proficiency in Microsoft Office Suite

High attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively

Demonstrated ability to work collaboratively in a team‑based environment while delivering superior client service

Please apply via Bamboo

Please note that artificial intelligence (AI) tools may be used during the recruitment process to assist in screening, assessing, or selecting applicants. All AI assisted evaluations are conducted in accordance with applicable privacy and employment standards.

We welcome applications from individuals of all abilities, backgrounds, and experiences. Reasonable accommodations are available on request for candidates taking part throughout the hiring process to support equitable access and participation. Only successful candidates will be contacted.