Investment Client Representative (Hybrid - Custodian Bank)

Our client, one of the top investment banks in Canada, is looking to hire an Account Manager to help support their corporate office located in the downtown Toronto area on a hybrid basis.

The Account Manager's role plays a vital part in ensuring the bank delivers the highest quality of customer service to their clients. The Account Manager role is a member of the Client Service Team, providing day to day service to several independent Portfolio Managers and Introducing Brokers. The Client Service team act as a liaison between the client and the various support areas within the bank.

Job duties include, but are not limited to the following:

• Work closely with clients to set up new models and mandates for investing new accounts
• Process daily account activities which include; new accounts setup, mandate switches, account closures, deposits, withdrawals, account rebalance, Tax Loss Harvest requests etc
• Provide process improvement recommendations that will enhance the overall business relationship with clients
• Conduct regular meetings with clients and document ongoing service and operational issues concerning the client and the bank, investigate, follow up and resolve
• Ensure that daily trading activities have been executed successfully (i.e validate block orders)
• Solid understanding of Capital Markets products and processes including equity, fixed income and mutual fund markets
• Represent the bank professionally at client meetings/business functions
• Ensure prompt and thorough resolution of all client issues and recommend improvements in policies and procedures with the ultimate goal of continually improving our client service delivery
• Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within the bank.
• Ensure that a high level of customer service is maintained with our clients by keeping them informed of any new developments, products, and all available services as they relate to their business needs

Must Have Skills/Experience:

• Working Knowledge of Microsoft Office (Outlook, Word, Excel)
• Strong Communication Skills (English - Verbal & Written)
• Previous Banking/Financial Services Experience
• CSC Certification (Obtained, or in the Process Of)

Disclaimer:

The Company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, genetic information, or any other characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 844 895-8598 or email However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting.