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Client Account Manager
Business management, administration and support, Canada - OntarioPosted 1 weeks ago
Job Description
Are you looking for a new challenge in a fast paced Wealth Management environment? Do you want to be part of a high performing team?
We’re looking for a Client Account Manager to:
• be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
• be the direct contact for daily banking activities and administrative work for our clients
• manage daily client transactions and carry out inquiries and troubleshooting
• perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence
• research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner
• identify cross-selling opportunities and discuss them with the client advisor
• support client advisors in preparing for meetings and occasionally join client meetings
We’re looking for a Client Account Manager to:
• be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
• be the direct contact for daily banking activities and administrative work for our clients
• manage daily client transactions and carry out inquiries and troubleshooting
• perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence
• research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner
• identify cross-selling opportunities and discuss them with the client advisor
• support client advisors in preparing for meetings and occasionally join client meetings