At a Glance
- Tasks: Deliver top-notch client service and manage investment accounts with a focus on communication.
- Company: Join a dynamic investment firm based in North York with a hybrid work model.
- Benefits: Enjoy flexible work options, competitive pay, and opportunities for professional growth.
- Other info: Fast-paced environment with plenty of opportunities to learn and advance your career.
- Why this job: Make a real difference by helping clients navigate their investment journeys.
- Qualifications: Strong communication skills and a passion for client service are essential.
The predicted salary is between 45000 - 55000 $ per year.
Deliver client-focused investment administration from Toronto's North York head office, with hybrid work and strong communication skills.
As an Account Administrator/Client Service Representative, you will interact regularly with clients, staff, partners, and Portfolio Manager teams.
The position covers account documentation, inquiries, onboarding, transfers, and account servicing.
Success requires ownership, initiative, accurate work, and composure under pressure.
Key Responsibilities
- Create welcoming experiences for clients, prospects, and partners
- Handle inbound inquiries and document client interactions
- Support account opening, banking, money movement, and transfers
- Service RESP, RSP, TFSA, RIF/LIF, and related corrections
- Liaise with custodial and back-office teams
Requirements
- Outstanding oral, written, and in-person communication skills
- Client-service orientation with strong people skills
- Ability to manage time and prioritize work efficiently
- Knowledge of investment account types and documentation
- AML/FATCA procedures knowledge and application
Bring investment account knowledge, client communication, and organized service delivery to this hybrid North York administration position.
Client Service Representative Investments in Toronto employer: YouPotential
At QWealth, we pride ourselves on being an exceptional employer that fosters a collaborative and supportive work environment in Saskatoon. Our commitment to fiduciary principles ensures that you can confidently build client relationships while having access to a dedicated operations team and integrated financial planning resources. With ample opportunities for professional growth and a clear path to leadership roles, you'll find a rewarding career where your contributions truly matter.
