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…marketing, events, and brand experiences. We’re looking for a Customer Service Representative who enjoys working with people, learning new skills, and being part of a…

Infotree Global Solutions

Investment Advisor

Toronto, ON, Canada

Contract

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Job details

Job type: Contract
Apply by: Nov 11, 2026
Posting language: English
Posted: Oct 12, 2026

Original job description

Job title: Account Manager

Duration: 06 Months with the possibility of extension

Location: Toronto, Ontario, CAN, M5X1J9

Job Description:

The role of Account Manager plays a vital part in ensuring we deliver the highest quality of customer service to our clients.

The Account Manager role is a member of our Service Delivery Team providing day to day service to a number of independent

Portfolio Managers and Introducing Brokers. The Service Delivery team act as a liaison between the client and the various

support areas within.

Responsibilities & Accountabilities:

Possess knowledge of the structure, procedures and systems utilized within and support areas
Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within and
Ensure that a high level of customer service is maintained with our clients by keeping them informed of any new developments, products, and all available services as they relate to their business needs
Ensure prompt and thorough resolution of all client issues; respond to all inquiries within SLA; and recommend
improvements in policies with the ultimate goal of continually improving our service delivery
Adhere to professional email/phone standards and etiquette; fully adopt and utilize Salesforce Service Cloud for tracking
of client inquiries and escalations
Act as a liaison with the various operational areas within to ensure tasks are completed in a proactive and timely
manner
Conduct regular meetings with clients and document ongoing service and operational issues with respect to the client and investigate take-aways, follow-up and provide timely resolutions
Provide clients with guidance and education on policies, procedures and training that directly impact their business
Provide process improvement recommendations that will enhance the overall business relationship with clients
Represent professionally at client meetings and business functions

Education & Accreditations:

University degree with a minimum of two years in a wealth management service role
Canadian Securities Course (CSC) is required; Conduct and Practices Handbook (CPH) is a definite asset
Other Qualifications, Skills & Experience:
Knowledge of the regulatory and legal aspects of the industry
Knowledge with Microsoft Office
Self-starter with the ability to work independently and also within a team environment
Highly motivated and enthusiastic individual who demonstrates a can do attitude with the ability to work in a high
volume, fast paced environment
Strong interpersonal, verbal and written communication skills

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More about this job

Responsibilities

Manage day-to-day service for independent Portfolio Managers and Introducing Brokers, coordinating with internal teams to resolve client inquiries and operational issues promptly. Maintain client relationships through regular meetings, clear communication, guidance on policies and procedures, and recommendations to improve service delivery.

Requirements

Requires a university degree and at least two years of experience in a wealth management service role, along with the Canadian Securities Course (CSC); the Conduct and Practices Handbook (CPH) is an asset. Candidates should understand industry regulations and legal requirements, be proficient with Microsoft Office, and demonstrate strong communication, interpersonal, organizational, and teamwork skills.

Skills

Customer Service
Issue Resolution
Service Delivery
Client Communication
Salesforce Service Cloud
Microsoft Office
Regulatory Knowledge
Operational Coordination
Process Improvement
Written Communication
Verbal Communication
Interpersonal Skills
Time Management
Teamwork
Independent Work

Visa sponsorship

Not detected in the job text

Keywords

Account Management
Wealth Management
Portfolio Managers
Introducing Brokers
Service Delivery
Client Service
Customer Service
Client Relationships
Salesforce Service Cloud
Microsoft Office
Canadian Securities Course
Conduct and Practices Handbook
Regulatory Compliance
Industry Regulations
Client Inquiries
Issue Escalation
Service-Level Agreements
Operational Coordination
Process Improvement
Client Meetings
Policies and Procedures
Training
Financial Services
Banking
Investment Banking

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