Client Relationship Specialist

7 days ago


Toronto, Canada Infotree Global Solutions Full time

Job Title: Client Relationship Specialist

About Us:

Infotree Global Solutions is a leading provider of brokerage administration support services, renowned for its exceptional customer service and dedication to client satisfaction.

Salary: $80,000 - $100,000 per year

About the Role:

We are seeking a highly motivated and results-driven Client Relationship Specialist to join our Mid-Office Service Team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, ensuring they receive exceptional service and support.

Your Key Responsibilities Will Include:

  • Coordinating efforts with internal departments and divisions to meet client needs;
  • Ensuring prompt and thorough resolution of client issues;
  • Reviewing and approving administrative items, such as De-registrations, Bank Transfers, Foreign Exchanges, and Internal Account Transfers;
  • Liaising with operational areas to ensure tasks are completed in a proactive and timely manner;
  • Providing guidance on policies, procedures, and training that impact client business;
  • Representing the company professionally at client meetings and business functions.

Qualifications and Requirements:

  • University degree with a minimum of two years in a brokerage or service role;
  • Candidate Securities Course (CSC) certification is mandatory;
  • Conduct and Practices Handbook (CPH) certification is an asset;
  • Possession of knowledge of the structure, procedures, and systems utilized within the industry;
  • Knowledge of regulatory and legal aspects of the industry;
  • Familiarity with Microsoft Office;
  • Ability to work independently and collaboratively within a team environment;
  • Strong interpersonal and communication skills.

Why Join Our Team:

We offer a dynamic and supportive work environment, competitive salary, and opportunities for professional growth and development. If you are a motivated and enthusiastic individual who is passionate about delivering exceptional client service, we encourage you to apply.



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