Client Account Specialist

Job summary

The role involves making daily outbound calls to investment professionals to generate leads and build client relationships. It also requires maintaining accurate records in a proprietary database and collaborating on outreach strategies.

Job details

Do you have a passion for financial services and capital markets? Do you have experience in customer service, retail, banking, or sales and a passion for building strong client relationships? If so, we’d love to hear from you! This role is ideal for candidates with experience in positions such as: Customer Service Representative, Retail Sales Associate, Bank Teller, Financial Services Representative, Personal Banking Associate, Client Service Representative, Sales / Account Representative In this role, you will contact Investment Professionals across North America on behalf of our clients. Our clients include banks, asset managers, and public companies across various sectors and industries. Working at Hybrid provides an unparalleled learning experience in a fast-paced, team-oriented environment. This role provides a great opportunity for individuals to continue to grow their career in finance. Job Types: Full-time, Permanent Work Location: In person Multiple positions available Key Responsibilities: Completing daily outbound phone calls to generate leads and build relationships from a defined target segment of Investment Professionals (~130/day) Updating daily call activities and maintaining accurate records in Hybrid’s proprietary database Developing and maintaining an understanding of various industries and financial products (Equities, Mutual Funds, ETFs, IPOs, Structured Products) Collaborating with your team to develop innovative outreach strategies for your clients Assisting with administrative tasks and special projects as needed by senior team members Desired Experience: University degree or college diploma in a relevant field is required (Commerce, Finance, or Business Administration) Completion of the Investment Funds in Canada (IFC) is an asset Previous business development or sales experience is an asset Proficiency with Microsoft Office suite of products Sound Like You? Excellent verbal and written communication skills French native/bilingual an asset Ability to effectively address objections while maintaining a positive dialogue Resilience in the face of objections, turning challenges into opportunities to gather further insight Ability to adapt and adjust strategies accordingly Experience using CRM tools to manage interactions and data Superior collaboration skills Strong understanding of the markets, or strong curiosity to learn Solid understanding of financial concepts Solid organization and time management skills Why Work at Hybrid? Compensation: A base salary of $60,000 Culture: Enjoy a vibrant and collaborative office atmosphere, complete with regular outings and events Benefits: Access a comprehensive benefits package through Canada Life following probation, covering Health, Dental, Vision, Life, AD&D, and an Employee Assistance Program. Plus, enjoy remote Fridays! Time Off: Start with two weeks of pro-rated vacation, increasing to three weeks after your first year, along with up to 10 paid sick days annually Growth: We are committed to investing in your professional development through ongoing coaching, mentorship, and opportunities for career advancement. Previous completion of the Investment Funds in Canada (IFIC) Course or the Canadian Securities Course (CSC) is considered an asset and can support your progression toward a Senior Client Account Specialist position. Convenience: A conveniently located office at Bay & Wellington – with a kitchen stocked for your healthy snack and caffeine cravings Hybrid Opportunity: After a successful completion of your probationary period (3 months) you are able to work from home on Fridays! Benefits: Company events Dental care Disability insurance Discounted or free food Extended health care Life insurance On-site parking Paid time off Tuition reimbursement Ability to commute/relocate: Toronto, ON M5K 1B7: reliably commute or plan to relocate before starting work (required) Relocation assistance is not available for this position. How to Apply: Please submit a .PDF file of your resume, not in .DOC Hybrid Financial is an Equal Employment Opportunity/ Veterans/Disabled/LGBT and Affirmative Action employer. We are committed to diversity and building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate and all decisions we make are made on the basis of qualifications, merit, and business need. Our goal is to be one global diverse team that is representative of our customers, in an inclusive environment where we can continue to innovate and grow together.

What you’ll do

The role involves making daily outbound calls to investment professionals to generate leads and build client relationships. It also requires maintaining accurate records in a proprietary database and collaborating on outreach strategies.

Requirements

A university degree or college diploma in Commerce, Finance, or Business Administration is required. Candidates should possess strong communication skills and a solid understanding of financial concepts.

Benefits

• Health Insurance
• Dental Care
• Vision Insurance
• Life Insurance
• Accidental Death and Dismemberment Insurance
• Employee Assistance Program
• Remote Fridays
• Paid Time Off
• Sick Days
• Tuition Reimbursement
• On-site Parking
• Free Food

Listed skills

• CRM Tools · Preferred
• Microsoft Office · Preferred
• Objection Handling · Preferred
• written communication · Preferred
• Time management · Preferred
• Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Outbound Calling
• Lead Generation
• Relationship Management
• CRM Tools
• Microsoft Office
• Financial Product Knowledge
• Objection Handling
• Verbal Communication
• Written Communication
• Time Management
• Collaboration
• Market Analysis

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support