Financial Advisor

Job summary

Provide day-to-day service to independent Portfolio Managers and Introducing Brokers, coordinating with internal teams to resolve client inquiries and operational issues promptly. Maintain client relationships through regular meetings, clear communication, guidance on policies and procedures, and recommendations to improve service delivery.

Job details

Job title: Account Manager Duration: 06 Months with the possibility of extension Location: Toronto, Ontario, CAN, M5X1J9 Job Description: The role of Account Manager plays a vital part in ensuring we deliver the highest quality of customer service to our clients. The Account Manager role is a member of our Service Delivery Team providing day to day service to a number of independent Portfolio Managers and Introducing Brokers. The Service Delivery team act as a liaison between the client and the various support areas within. Responsibilities & Accountabilities: Possess knowledge of the structure, procedures and systems utilized within and support areas Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within and 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 Ensure prompt and thorough resolution of all client issues; respond to all inquiries within SLA; and recommend improvements in policies with the ultimate goal of continually improving our service delivery Adhere to professional email/phone standards and etiquette; fully adopt and utilize Salesforce Service Cloud for tracking of client inquiries and escalations Act as a liaison with the various operational areas within to ensure tasks are completed in a proactive and timely manner Conduct regular meetings with clients and document ongoing service and operational issues with respect to the client and NBIN; investigate take-aways, follow-up and provide timely resolutions Provide clients with guidance and education on policies, procedures and training that directly impact their business Provide process improvement recommendations that will enhance the overall business relationship with clients Represent professionally at client meetings and business functions Education & Accreditations: University degree with a minimum of two years in a wealth management service role Canadian Securities Course (CSC) is required; Conduct and Practices Handbook (CPH) is a definite asset Other Qualifications, Skills & Experience: Knowledge of the regulatory and legal aspects of the industry Knowledge with Microsoft Office Self-starter with the ability to work independently and also within a team environment Highly motivated and enthusiastic individual who demonstrates a can do attitude with the ability to work in a high volume, fast paced environment Strong interpersonal, verbal and written communication skills

What you’ll do

Provide day-to-day service to independent Portfolio Managers and Introducing Brokers, coordinating with internal teams to resolve client inquiries and operational issues promptly. Maintain client relationships through regular meetings, clear communication, guidance on policies and procedures, and recommendations to improve service delivery.

Requirements

A university degree and at least two years of experience in a wealth management service role are required, along with the Canadian Securities Course (CSC). Knowledge of industry regulations and Microsoft Office is expected; the Conduct and Practices Handbook (CPH) is an asset, as are strong communication skills and the ability to work independently and in a fast-paced team environment.

Listed skills

• Client Relationship Management · Preferred
• Customer service · Preferred
• issue resolution · Preferred
• Microsoft Office · Preferred
• Process Improvement · Preferred
• interpersonal communication · Preferred
• written communication · Preferred
• Time management · Preferred
• Teamwork · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Relationship Management
• Customer Service
• Wealth Management
• Issue Resolution
• Service Delivery
• Client Communication
• Microsoft Office
• Salesforce Service Cloud
• Regulatory Knowledge
• Process Improvement
• Interpersonal Communication
• Written Communication
• Verbal Communication
• Time Management
• Teamwork

Job areas

• Customer Service & Support
• Finance & Accounting
• Management & Leadership

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