Position Overview

Manitou Investment Management Ltd. (Manitou) is seeking a Client Support Specialist to join our growing team. This role is critical in supporting our Investment Counsellors (ICs) by taking on operational and administrative tasks, allowing them to focus on delivering exceptional client experiences and growing their portfolios. The Client Support Specialist will play a key role in streamlining client onboarding, managing communication touchpoints, and ensuring operational efficiency. If you are detail-oriented, proactive, and passionate about supporting high-performance teams, we want to hear from you.

Why Manitou?

At Manitou, we believe in empowering our team members to thrive in their roles by providing a collaborative, supportive, and growth-oriented environment. With $2B+ in assets under management, we are committed to delivering high-touch, performance-driven investment solutions to our clients. As a Client Support Specialist, you will be integral to optimizing our client engagement process, contributing to the firm’s continued success and legacy of excellence. 

Key Responsibilities

• Administrative Support: Assist Investment Counsellors by managing administrative tasks such as scheduling client meetings, preparing meeting agendas, and handling follow-up communications. 
• Client Onboarding: Support the onboarding of new clients by managing documentation, ensuring compliance, and coordinating with internal teams to deliver a seamless client experience. 
• Operational Efficiency: Take charge of operational tasks that free up IC time, including data entry, CRM management, and handling client servicing needs. 
• Content Creation & Knowledge Management: Develop and maintain client-facing materials, templates, and resources to support ICs in their client interactions. Assist in creating knowledge management systems to capture best practices and standardize client communication. 
• Community Engagement: Ensure Manitou is engaging with the right communities by supporting the IC team’s outreach efforts. Help in identifying and following up on leads that align with our business development strategy. 
• Technology & Tools: Leverage CRM and other technology tools to optimize workflows, delegate client files, and track client interactions. Ensure accurate data management to minimize operational errors and enhance service delivery. 
• Research & Reporting: Provide support in gathering market insights, preparing reports, and delivering data that ICs can use in their strategic client discussions. 
• Proactive Problem-Solving: Anticipate the needs of ICs and clients by identifying potential operational bottlenecks and proactively suggesting improvements. 

Qualifications & Skills

• 2+ years of experience in a client support, administrative, or operations role within financial services or a similar industry. 
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. 
• Excellent communication skills, both written and verbal, with an ability to create polished client-facing materials. 
• High proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and familiarity with CRM tools. 
• Attention to detail and a proactive approach to problem-solving. 
• An interest in financial services and a desire to contribute to a high-performing investment advisory team. 
• A post-secondary degree or diploma in Business, Finance, or a related field is an asset. 

What We Offer

• Competitive compensation package with performance-based incentives. 
• Opportunities for professional development and growth within a collaborative team environment. 
• A flexible, hybrid work model after an initial in-office orientation period. 
• The chance to contribute to a firm with a strong reputation for integrity, empathy, and performance in investment counselling.