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Added 8 hours ago
Project Coordinator - Capital Projects
Convergint Technologies Ltd
Dartmouth, NS
…and assets of our customers and their communities with the solutions we…
Added 9 hours ago
E
Relationship Manager
ESOPX
Alert Bay, BC
- Full-time
Altius Investech is seeking an exceptional Customer Representative Specialist to join our team. In this critical client-facing role, you will be the primary point of contact for customers,…
Added 10 hours ago
EH
Business Development Account Manager (AM) - Western Canada
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Canada
- $80,000 to $95,000 CAD / year
- Full-time
The AM develops a deep understanding of each client's business, organizational priorities, goals and definition of success. By combining strong relationship management with business acumen,…
Added 12 hours ago
SB
Open for Account Executives
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Canada
- Full-time
Understand client needs and present tailored solutions, effectively demonstrating the value of our insurance products and services.
Added 13 hours ago
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Banking Specialist, Not-For-Profit & Emerging Brands
FirstOntario Credit Union
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Added 14 hours ago
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- Full-time
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Added 15 hours ago
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Managing Technical Consultant, Intermediate Hydrogeologist and Field Lead
ERM
Vancouver, BC · Calgary, AB
- $93,729 to $112,074 CAD / year
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…you'll combine technical expertise, project leadership, and client engagement to support responsible water management throughout the full project lifecycle - from exploration and…
Added 16 hours ago
SM
Business Analyst – Senior - RQ11545
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11545
Added 16 hours ago
SM
Business Analyst – Senior - RQ11545
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11545
Added 16 hours ago
SM
Business Analyst – Senior - RQ11545
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11545
Added 17 hours ago
WI
Senior Principal Engineer / Technical Director - Tailings & Mine Waste
WSP in Canada
Victoria, BC
- Full-time
Build and strengthen executive-level client relationships while acting as a trusted advisor on critical technical and business decisions.
Added 17 hours ago
WI
Senior Principal Engineer / Technical Director - Tailings & Mine Waste
WSP in Canada
Victoria, BC
- Full-time
Build and strengthen executive-level client relationships while acting as a trusted advisor on critical technical and business decisions.
Added 19 hours ago
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Business Development Executive – IT & Security Solutions
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Toronto, ON
- Full-time
Develop long-term client relationships and identify opportunities for additional services and solutions.
Added 19 hours ago
Business Development Manager
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…award-winning event design, cutting-edge audiovisual and staging solutions, and captivating live…
Added 21 hours ago
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Account Manager
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Moncton, NB
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Added 22 hours ago
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Senior Group Manager, Finance
TD
Toronto, ON
- Full-time
Deliver actionable insights and recommendations to support business performance, strategic planning, and executive decision-making.
Added 1 day ago
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Business Development Manager
PROLINK
Toronto, ON
- Full-time
…since 1982. We provide tailored risk management and insurance solutions to professional associations and affinity groups, Canadian enterprises, small businesses, and individuals. We combine…
Added 1 day ago
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Senior Project Manager
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- Full-time
Reporting to: Director, Operations or Project Executive
Added 1 day ago
AA
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- Full-time
…resources. You will be responsible for identifying and implementing solutions for a range of issues facing insurance companies. Over the course of each project, you will collect and analyze…
Added 1 day ago
VG
Executive Assistant / Office Coordinator
VS Group
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- Full-time
This is a diverse and important role that combines executive support, office coordination, administration, research, client service, and project support.
Added 1 day ago
SM
Business Analyst – Senior - RQ11545
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11545
Added 1 day ago
A
Customer Growth Strategy Consultant
Accenture
Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
Structure ambiguous client problems into clear workplans, hypotheses, analyses, and executive-ready recommendations
Added 1 day ago
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Senior Director, Program Delivery
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- Full-time
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Added 1 day ago
IE
Specialist, Business Operations
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- Full-time
Partner with Marketing and other cross-functional teams to plan and coordinate major industry moments such as CES, NAB, client demos, and other external events and conferences

ESOPX

Relationship Manager

Alert Bay, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 3, 2026
Experience: Minimum of 2 years of experience in a client-facing role within the financial services or investment industry.
Posting language: English
Posted: Jul 10, 2026

Original job description

info@altiusinvestech.com
+91-6289225026

Relationship Manager

Altius Investech is seeking an exceptional Customer Representative Specialist to join our team. In this critical client-facing role, you will be the primary point of contact for customers, addressing inquiries and providing information related to our financial services and investment products.

Responsibilities:

Respond promptly to customer inquiries received via phone, email, and messaging channels regarding the purchase and sale of shares, account information, transaction details, and other finance-related topics.
Leverage in-depth knowledge of financial concepts, investment products, policies, and procedures to provide accurate and tailored advice to clients.
Maintain a professional and courteous manner while effectively communicating complex information to customers with varying levels of financial literacy.
Document all client interactions thoroughly and follow up on any outstanding issues until they are resolved satisfactorily.
Access and monitor designated WhatsApp channels to ensure timely responses to inquiries across multiple communication platforms.
Collaborate with internal teams to escalate complex issues and gather necessary information to address customer concerns comprehensively.

Qualifications:

Bachelor's degree in Finance, Business Administration, or a related field is preferred.
Minimum of 2 years of experience in a client-facing role within the financial services or investment industry.
Exceptional verbal and written communication skills with the ability to explain financial concepts clearly and concisely.
Comprehensive knowledge of investment products, financial markets, and associated regulations.
Strong problem-solving skills and the ability to remain composed under pressure while managing multiple tasks.
Proficiency in using customer relationship management (CRM) software and other relevant technologies.
Availability to work rotating shifts: either 9 AM to 8 PM or 11 AM to 10 PM to accommodate customer inquiries during extended hours. (You will be responsible to cater to the client's doubts, separate phones and numbers for the same will be provided to you as well.)

Salary- 20k per month plus variables.

We offer a competitive compensation package along with opportunities for professional growth and development. If you thrive in a fast-paced environment and excel at providing exceptional customer service, we would love to hear from you.

Industry- Financial Services

Employment Type- Full-time

Please apply through the given link: https://my.redrob.io/jobs/6675256b28f538f29791975b

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info@altiusinvestech.com

+91-6289225026

+91-7980747893

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"Krishi Pragati: Enabling Climate-Smart Farming Collectives in West Bengal"

Project LEISA (Low External Input Sustainable Agriculture): A step towards climate resilent farming

Objectives:

To promote sustainable agricultural practices through the adoption of Low External Input Sustainable Agriculture (LEISA) techniques in West Bengal, empowering farmers to increase productivity, reduce dependency on chemical inputs, and improve environmental and economic resilience.

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Improved Food Security: Empowering farmers with knowledge and tools to practice environmentally sustainable agriculture, minimizing the use of chemical inputs, and enhancing soil health.
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Reduction in Environmental Footprint: Decreasing the use of harmful chemical fertilizers and pesticides, leading to improved soil quality, water conservation, and reduced pollution.
Increased Knowledge and Capacity Building: Providing farmers with training, workshops, and support to build their capacity to implement LEISA practices and improve their farming techniques and build community resilience.

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Relationship Manager

Altius Investech is seeking an exceptional Customer Representative Specialist to join our team. In this critical client-facing role, you will be the primary point of contact for customers, addressing inquiries and providing information related to our financial services and investment products.

Qualifications:

Bachelor's degree in Finance, Business Administration, or a related field is preferred.
Minimum of 2 years of experience in a client-facing role within the financial services or investment industry.
Exceptional verbal and written communication skills with the ability to explain financial concepts clearly and concisely.
Comprehensive knowledge of investment products, financial markets, and associated regulations.
Strong problem-solving skills and the ability to remain composed under pressure while managing multiple tasks.
Proficiency in using customer relationship management (CRM) software and other relevant technologies.
Availability to work rotating shifts: either 9 AM to 8 PM or 11 AM to 10 PM to accommodate customer inquiries during extended hours. (You will be responsible to cater to the client's doubts, separate phones and numbers for the same will be provided to you as well.)

Apply About employer

More about this job

Responsibilities

Respond to customer inquiries about share transactions, accounts, and financial products through phone, email, and messaging channels, including WhatsApp. Provide accurate, tailored information, document interactions, follow up on unresolved issues, and coordinate with internal teams to resolve complex concerns.

Requirements

A bachelor's degree in Finance, Business Administration, or a related field is preferred, along with at least two years of client-facing experience in financial services or investments. Candidates should have strong communication and problem-solving skills, knowledge of investment products, financial markets, and regulations, CRM proficiency, and availability for rotating extended-hour shifts.

Skills

Customer Service
Financial Services
Investment Products
Financial Markets
Financial Concepts
Verbal Communication
Written Communication
Problem-Solving
Issue Resolution
Cross-Functional Collaboration
WhatsApp Communication

Visa sponsorship

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Keywords

Financial Services
Investment Products
Share Trading
Financial Markets
Investment Advice
Customer Service
Client Relations
WhatsApp
Phone Support
Email Support
Messaging Channels
Account Information
Transaction Details
Financial Regulations
Issue Escalation
Problem-Solving
Rotating Shifts

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