Position:Bilingual Client Relationship RepresentativeCategory:

Banking / Finance

City:

Toronto

Province:ON
Branch Name:Direct HireDress Code:
Branch Phone:(905) 5868828Job ID:4777
Pay Info:Order Type:DH

Responsibilities:
• Provide superior client servicing to clients, advisors and financial planners
• Client account opening servicing and validation
• Automated payments
• Online Access Administration
• New client implementation
• Form creation
• Data verification and reconciliation
• Assist the team with various back office functions
• Billing
• Email Communication
• Reconciliation

Qualifications
• Canadian Securities Course an asset
• Able to work well under pressure and demanding workloads
• Account opening Experience: 2-3 years financial services experience
• Strong knowledge of managed accounts and mutual funds
• Knowledge of Microsoft office and Adobe Acrobat
•Excellent Communication skills in English & French is preferred