Account Manager

17 hours ago


Richmond Hill, Ontario, Canada OTT Financial Inc. Full time

Experienced Account Manager sought to provide personalized financial solutions to clients in wealth management.

OTT Financial Inc. is a leading wealth management company seeking a skilled professional to join our team.

Key Responsibilities:

  • Assess clients' financial needs and develop tailored solutions for cash management, finances, insurance, investments, and estate planning.
  • Analyze clients' financial records to establish goals and develop a financial strategy.
  • Provide personalized advice, answer questions, and address concerns while maintaining confidentiality and accuracy.
  • Identify new business opportunities through networking, seminars, and referrals.
  • Develop and maintain strong relationships with clients and external partners.
  • Implement and improve service level agreements and productivity targets.

Requirements:

  • At least one year of relevant experience.
  • Bachelor's Degree in Business Administration, Commerce, Economics, or related field.
  • Excellent communication and interpersonal skills.
  • Ability to handle complex situations with diplomacy.
  • Ability to analyze and solve problems under pressure.
  • Excellent organization and time management skills.

Classification and Benefits:

  • Full-time position, 35 hours per week.
  • Hourly rate: $29.50.
  • Extended medical insurance.
  • 5 paid vacation days.

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