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Added 4 mins ago
LE
Assistant Service Center Manager
Laczko Equity Group Inc.
Winnipeg, MB
- $23.25 CAD / hour
- Full-time
management skills to lead, develop and train others in providing superior customer service. No day is ever dull. You’ll
Added 4 mins ago
LE
Assistant Service Center Manager
Laczko Equity Group Inc.
Winnipeg, MB
- $23.25 CAD / hour
- Full-time
management skills to lead, develop and train others in providing superior customer service. No day is ever dull. You’ll
Added 34 mins ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 50 mins ago
M
Cloud & AI Platform Sales Specialist
Microsoft
Vancouver, BC · Edmonton, AB · Calgary, AB
- Full-time
…cloud services can deliver digital transformation. You will lead a virtual team of sales, technical, and services resources to help customers realize transformation through cloud computing.…
Added 1 hour ago
E
Principal Product Manager - Identity Threat Detection and Response
Elastic
Canada
- Full-time
…information more effectively - Elastic’s complete, cloud-based solutions for search, security, and observability help organizations deliver on the promise of…
Added 1 hour ago
Bilingual Sr. Specialist, MU Servicing and Default Management
CMHC - SCHL
Toronto, ON · Ottawa, ON · Montreal, QC
…dedicated to managing servicing operations, delivering high-quality customer service, and safeguarding CMHC’s interests. We are looking for someone to provide strong leadership, guidance…
Added 1 hour ago
M
Security Engineer II - Identity and Access Management
Marqeta
Remote, Canada
- Full-time
- Remote
We’re seeking an experienced Security Engineer II with a strong passion for Identity and Access Management (IAM) and expertise in cloud-native environments, particularly AWS. You'll build,…
Added 2 hours ago
T
Quality Engineer II (VMS)
TD
Toronto, ON
- Full-time
As a Test Lead for small complexity initiatives, accountable for implementing effective test strategies and plans, test design / development test case automation and test execution to…
Added 2 hours ago
C
Business Development Manager
Cisco
Ottawa, ON
- Full-time
…beyond. We’ve been innovating fearlessly for 40 years to create solutions that power how humans and technology work together across the physical and digital worlds. These solutions provide…
Added 2 hours ago
C
Business Development Manager
Cisco
Toronto, ON
- Full-time
…beyond. We’ve been innovating fearlessly for 40 years to create solutions that power how humans and technology work together across the physical and digital worlds. These solutions provide…
Added 2 hours ago
C
Business Development Manager
Cisco
Winnipeg, MB
- Full-time
…beyond. We’ve been innovating fearlessly for 40 years to create solutions that power how humans and technology work together across the physical and digital worlds. These solutions provide…
Added 2 hours ago
C
Business Development Manager
Cisco
Ottawa, ON
- Full-time
…beyond. We’ve been innovating fearlessly for 40 years to create solutions that power how humans and technology work together across the physical and digital worlds. These solutions provide…
Added 2 hours ago
C
Business Development Manager
Cisco
Montreal, QC
- Full-time
…beyond. We’ve been innovating fearlessly for 40 years to create solutions that power how humans and technology work together across the physical and digital worlds. These solutions provide…
Added 2 hours ago
Service Account Executive - Building Automation Systems
Convergint Technologies Ltd
Calgary, AB
The Service Account Executive generates new Customer Support Program service agreements (CSPs) through the acquisition of new accounts and growth of net new service agreements in existing…
Added 3 hours ago
FN
Senior Technical Analyst Full-time
First Nations University of Canada
Regina, SK
- Full-time
CREATIVITY, INNOVATION & CHANGE: Through collaborative efforts, works with other team members to increase SaskGaming’s customer service value; encourages new ideas, solutions and/or…
Added 3 hours ago
IT Team Lead - Helpdesk-KW
Indwell
Kitchener, ON
Information Technology Team Lead, Helpdesk- Full Time
Added 3 hours ago
M
Dynamics 365 CRM Solution Engineer
Microsoft
Toronto, ON · Ottawa, ON · Vancouver, BC · Edmonton, AB · Calgary, AB
- Full-time
…enhance productivity, and deliver exceptional employee and customer experiences. By integrating advanced AI capabilities across devices, cloud platforms, and everyday business applications,…
Added 4 hours ago
SM
GOAPRDJP000001039 – Administrative Assistant – Intermediate
S M Software Solutions Inc
Calgary, AB
- Internship
…additional appeal-related documents, and is expected to take the lead of parties become distressed. After the hearing, the AA is responsible for updating the appeal file, and once the…
Added 4 hours ago
SM
GOAPRDJP000001039 – Administrative Assistant – Intermediate
S M Software Solutions Inc
Calgary, AB
- Internship
…additional appeal-related documents, and is expected to take the lead of parties become distressed. After the hearing, the AA is responsible for updating the appeal file, and once the…
Added 4 hours ago
C
Account Executive
CGI
Toronto, ON
- Full-time
We empower credit unions to modernize their digital offerings, streamline back-office operations, enhance security, and deliver exceptional member experiences through cutting-edge…
Added 4 hours ago
SM
GOAPRDJP000001040 – Administrative Assistant – Intermediate
S M Software Solutions Inc
AB · Edmonton, AB
- Internship
…additional appeal-related documents, and is expected to take the lead of parties become distressed. After the hearing, the AA is responsible for updating the appeal file, and once the…
Added 4 hours ago
SM
GOAPRDJP000001040 – Administrative Assistant – Intermediate
S M Software Solutions Inc
AB · Edmonton, AB
- Internship
…additional appeal-related documents, and is expected to take the lead of parties become distressed. After the hearing, the AA is responsible for updating the appeal file, and once the…
Added 4 hours ago
Student Intern, Quality Administration & Training
Celestica International LP
Newmarket, ON
…manufactures industry-leading products and services that drive customer success and market advancement. Headquartered in Toronto, Canada, we bring together over 33,000 employees across more…
Added 4 hours ago
SF
Sales Development Representative
Safe Fleet
Coquitlam, BC
- Full-time
At Safe Fleet our Vision is to be the leading global provider of safety solutions for fleet vehicles. We are committed to saving lives, preventing injuries and making fleets more productive.
Added 4 hours ago
Principal Product Manager (Healthcare Solutions)
Open Text Corporation
Richmond Hill, ON
…across digital ecosystems of people, systems, and things. Our solutions simplify the complexities of B2B data exchange and deliver actionable insights that accelerate revenue, improve…

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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Registered Address

73A, GC Avenue, Kolkata - 700013

Corporate Address

501 Merlin Infinite DN-51, Sector V, Bidhannagar, Kolkata - 700091

Chennai Address

19/10, Guru Vappa Chetty Street, Chintadripet, Chennai - 600002

Dubai Address

2701, Executive Tower G, Business Bay, Dubai, UAE

Andhra Pradesh and Telangana Address

Flat no.101, Sai Residency, Nelson Mandela Park Road, Vijayawada - 520008

Altius Investech Private Limited

Contact Us

info@altiusinvestech.com

+91-6289225026

+91-7980747893

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DIPP43865

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U74900WB2016PTC210376

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Past Performance Trap

Buying overvalued funds at their peak often leads to lower-than-expected returns.

Lack of Oversight

RMs juggle too many clients, offering generic advice instead of tailored strategies.

Emotional Decisions

Wrong sentiments lead to premature exits or missed opportunities.

Lack of Consistency

Investors fail to stay invested during market downturns, missing out on long-term gains.

Investment Overlap

Buying multiple funds with similar holdings – leads to index-like returns but with high fees.

Misaligned Asset Allocation

Portfolios drift from financial goals due to lack of rebalancing.

Customised Solutions

For clients with complex asset structures, we offer fully tailored solutions that blend Wills and Trusts.

Ideal For:

Families with multiple businesses & properties
People needing both Will & Trust for different assets
Those with philanthropic goals requiring structured donations

CSR Project

"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.

Impact Target:

Improved Food Security: Empowering farmers with knowledge and tools to practice environmentally sustainable agriculture, minimizing the use of chemical inputs, and enhancing soil health.
Economic Empowerment of Farmers: Improving farm productivity through cost-effective and eco-friendly farming practices, leading to better income and financial stability for small and marginal farmers.
Enhanced Agricultural Biodiversity: Promoting crop diversification and agroecological practices to enhance biodiversity and resilience against climate change.
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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