Account Manager

2 weeks ago


Toronto, Ontario, Canada Adecco Canada Full time
Adecco is currently hiring a temporary full-time Account Manager to work in Toronto, ON. In his role, you will be responsible for providing day to day service to several independent Portfolio Managers and Introducing Brokers. As part of The Client Service team, you will act as a liaison between the client and the various support areas.

Do you have excellent communication skills, a customer-centric mindset, and a proven track record of success in account management? If you answered yes, apply today
  • Pay Rate: $30/hour
  • Location: Toronto, ON
  • Shift: Monday to Friday | 9:00am - 5:00pm
  • Job type: Temporary | Full-time | 6-month contact
Here's why you should apply:
  • 4% vacation paid weekly
  • Paid weekly accurate and on time
  • Strong health and safety programs
  • Medical and dental benefits once qualified
  • Free training programs
  • New and quicker onboarding process
Responsibilities:
  • Possess knowledge of the structure, procedures and systems utilized within the company and support areas
  • Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within the company
  • 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 the company 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 the company; investigate take-aways, follow-up and provide timely resolutions
  • Provide clients with guidance and education on company policies, procedures and training that directly impact their business
  • Provide process improvement recommendations that will enhance the overall business relationship with clients
  • Represent the business professionally at client meetings and business functions
Qualifications:
  • Mu st be legally eligible to work, and reside in Canada
  • 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
  • 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
Are you interested in this position? Apply now Our dynamic team of recruiters will reach out if you qualify for this role.

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