Found Description
Join Cardinal Point Wealth Management as a Client Relationship Specialist in Toronto, Ontario, where exceptional client service meets financial expertise. This role emphasizes strong communication and organizational skills in a fast-paced environment.
As a full-time, on-site position, you will oversee account management for both U.S. and Canadian clients, handling complex paperwork and cashiering functions. Collaborate with our dedicated team to ensure all client onboarding and financial planning needs are met.
Key Responsibilities:
• Track and manage extensive account paperwork
• Process cashiering requests and manage deadlines
• Liaise with new clients for onboarding procedures
• Support investment strategy compliance and planning
• Respond to inquiries via phone and email efficiently
Requirements:
• Proven skills in client satisfaction and support
• Strong analytical abilities and communication skills
• Previous client service experience preferred
As a full-time, on-site position, you will oversee account management for both U.S. and Canadian clients, handling complex paperwork and cashiering functions. Collaborate with our dedicated team to ensure all client onboarding and financial planning needs are met.
Key Responsibilities:
• Track and manage extensive account paperwork
• Process cashiering requests and manage deadlines
• Liaise with new clients for onboarding procedures
• Support investment strategy compliance and planning
• Respond to inquiries via phone and email efficiently
Requirements:
• Proven skills in client satisfaction and support
• Strong analytical abilities and communication skills
• Previous client service experience preferred
Ready to Apply?
Submit your application for Toronto Client Relationship Specialist Role at Cardinal Point Wealth Management, ULC
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