Client Relationship Specialist in Toronto

Cardinal Point Wealth Management seeks a Client Relationship Specialist for its Toronto office. Engage affluent clients with personalized investment and financial planning services in this full-time, on-site role.
As a full-time Client Relationship Specialist, you will ensure exceptional client satisfaction while effectively managing diverse responsibilities. Your role emphasizes customer support, analytical skills, and clear communication in a dynamic financial planning environment. You will handle account paperwork, organize client onboarding, and address inquiries to support service delivery.
Key Responsibilities:
• Manage account paperwork efficiently for diverse clients
• Oversee cashiering and money transfer requests
• Coordinate new client onboarding with your service team
• Provide support related to investment and tax planning
• Answer client inquiries and train on systems
Requirements:
• Strong client satisfaction and support skills
• Analytical ...