Client Reporting Co-op

About the role#

This is an 8-month paid co-op position within the Client Services team, designed for students in their 3rd or 4th year of study. You will support the team in delivering high-level service to high-net-worth clients while gaining professional experience in the financial services industry.

What you'll do#

• Ensure client accounts remain compliant by completing all required regulatory documentation.
• Provide administrative support and deliver personalized service to clients.
• Execute client requests for non-financial account changes.
• Liaise with custodians and insurance carriers to process requests and ensure service level agreements are met.
• Maintain accurate client data and perform regular integrity checks for quality control.
• Provide backup support to team members as needed.

What you'll need#

• Current enrollment in a 3rd or 4th-year degree or diploma program in Finance, Economics, or Business.
• Exceptional attention to detail and a commitment to high-accuracy work.
• Strong client service and relationship management skills.
• Proficiency in Microsoft Office, specifically Word, Excel, PowerPoint, and Outlook.
• Experience with Salesforce CRM is preferred.

Location & details#

• Locations: Vancouver, BC or Toronto, ON.
• Term: Fall 2026 (September 2026 to May 2027).
• Modality: Hybrid, requiring 4 days per week in the office.
• Employment Type: Full-time.