Serve investment clients through account documentation, transfers, and inquiries while collaborating with Canadian Portfolio Manager teams from North York.
This Account Administrator and Client Service Representative role focuses on accurate, efficient support for existing and future clients. You will work with Portfolio Managers nationwide and NBIN, handling account administration, client reporting, management fees, and complex account requests. Strong communication, time management, and professional judgment under pressure are essential.
Key Responsibilities:
- Create welcoming interactions for clients, prospects, and partners
- Handle inbound inquiries through the Client Service ticketing system
- Track transfers and liaise with custodial back-office teams
- Support RESP, RSP, TFSA, RIF, and LIF requests
- Identify workflow improvements and training opportunities
Requirements:
- Three-plus years of Canadian wealth management or brokerage experience
- Client account documentation and financial services administration experience
- Understanding of corporate, trust, registered, and investment accounts
- Knowledge of AML and FATCA procedures
- Proactive, service-oriented problem-solving and multitasking ability
Apply client service expertise, account administration knowledge, and communication skills across investment operations and partner relationships.
Client Service Representative Investment Accounts in Toronto employer: QWealth Partnership
At Q Wealth, we pride ourselves on being an exceptional employer that empowers our Portfolio Managers to thrive in a supportive and collaborative environment. Located in Saskatoon, our firm offers a unique opportunity to work alongside dedicated Financial Planners and Wealth Advisors, ensuring that you can focus on what you do best—advising clients and managing portfolios. With a commitment to fiduciary principles, integrated relationships, and a clear path for professional growth, Q Wealth is the ideal place for experienced professionals looking to make a meaningful impact in their clients' financial journeys.
