Client Account Manager

Description:

Do you enjoy delivering exceptional service in a fast-paced wealth management environment? Do you want to be part of a high-performing team?

Your responsibilities:
 

• build and maintain strong client relationships through outstanding service
• serve as the primary contact for client orders (foreign exchange, wire payments, loans, deposits)
• collaborate with internal teams (trading, portfolio management, operations) to ensure a seamless client experience
• manage account procedures, including opening/closing accounts, suitability assessments, and KYC/due diligence
• support client advisors in meeting preparation and participate in client meetings as needed
   

Your team
Join the Toronto client coverage team, working closely with Client Advisors to provide bespoke services to high-net-worth families. Contribute to managing, preserving, and growing client wealth through partnership at every stage.

Your expertise
 

• minimum 5 years’ client-facing experience in financial services or equivalent commercial experience
• strong understanding of financial products (deposits, banking, brokerage, custody, investment, credit)
• effective relationship management, situational awareness, and initiative
• excellent judgment, problem-solving, and attention to detail
• strong written and verbal communication skills; able to convey complex information confidently
• CIM or CFA designation, or willingness to complete licensing within 12 months of hire