Account Manager

Adecco is currently seeking an Account Manager for a 3-month hybrid contract in Toronto, ON. In this role, you’ll support clients in the financial services sector by managing daily service needs, resolving issues, and maintaining strong relationships with Portfolio Managers, Introducing Brokers, and internal teams. Ideal for a proactive professional with wealth management experience who excels in client service and communication.

• Pay rate: $30/hour.

• Location: Toronto, ON | Hybrid – 3 days per week in office

• Shifts: Monday-Friday 9:00am-5:00pm

• Job type: 3-month contract | Full-time

Here’s why you should apply:

• Hires fast, pays weekly.

• 4% vacation pay paid out on each weekly pay cheque.

• Medical and dental benefits once qualified.

• Free training programs

• New and quicker onboarding process

Responsibilities:

• Possess knowledge of the structure, procedures, and systems used within NBIN and related support areas

• Build and maintain strong relationships with clients through collaboration with internal departments and divisions within our client’s divisions

• Ensure a high level of customer service by keeping clients informed about new developments, products, and services

• Respond to all inquiries within established SLAs and provide timely, thorough issue resolution

• Use Salesforce Service Cloud for tracking inquiries and escalations

• Conduct client meetings, document service issues, and ensure timely follow-up

• Educate clients on policies, procedures, and tools that impact their business operations

• Identify and recommend process improvements that enhance client relationships

• Represent the organization professionally at client meetings and industry functions

Requirements:

• Must be legally eligible to work and reside in Canada.

• University degree with a minimum of two years in a wealth management service role

• Canadian Securities Course (CSC) required; Conduct and Practices Handbook (CPH) an asset

• Knowledge of regulatory and legal aspects of the industry

• Proficiency with Microsoft Office

• Self-starter who thrives independently and within a team

• Strong interpersonal, written, and verbal communication skills

• Proven ability to work in a high-volume, fast-paced environment

Apply now to this Account Manager job in Toronto, ON for immediate employment consideration. Our dynamic team of recruiters will reach out if you qualify for this role.

To find out more about Adecco Perks and what we can do for you please visit the link here: https://www.adecco.com/en-ca/job-seekers/benefits

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