Client Experience Associate

Job description

Client Experience Associate Location: This posting is for an existing vacancy in our Toronto office. Who We Are: Gallant MacDonald operates as an Outsourced-Chief Investment Officer (“OCIO”) for a limited number of families and institutions who have made exceptional contributions to society through business, public service, and philanthropy. The group provides thoughtful counsel on estate structuring and multi-generational wealth planning and has built a data-driven institutional investment platform that allocates capital across asset classes on a global basis. The successful applicant will join a team exclusively focused on delivering exceptional service and investment returns to a select number of families and institutions. The Opportunity: As a Client Experience Associate, you’ll be a go-to support for our team, helping us ensure everything runs seamlessly for our clients and internal operations. You’ll play a key role in creating efficiencies, delivering exceptional service, and keeping things organized behind the scenes. What You’ll Be Doing: Client Service Support: - Act as a friendly & knowledgeable point of contact for clients, ensuring their needs are met promptly. - Coord...