Join Hybrid Financial as a Full time Account Specialist and engage with Investment Professionals daily. This role emphasizes lead generation and relationship development in a energetic financial workplace.
Your key duties include making outbound calls to a designated target segment while keeping detailed updates in Hybrid's proprietary database. Staying informed on financial products like ETFs and Equities will be crucial as you collaborate with team members to strategize outreach effectively. You'll also support administrative functions and special projects as needed, promoting a well-rounded experience.
Key Responsibilities:
• Conduct 130 outbound calls daily to foster client relations
• Update daily activities in Hybrid’s proprietary database




• Stay informed about diverse financial sectors and products
• Work together on outreach strategies with your team
• Assist senior members with administrative projects
Requirements:
• Degree or diploma in Commerce, Finance, or Business
• Experience in business development or sales preferred
• Proficient with Microsoft Office tools
• Excellent verbal and written communication skills
• Familiarity with CRM systems for managing client data
Capitalize on your customer service skills and thrive as a vital member of the Hybrid Financial team!
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📌 Full Time Account Specialist At Hybrid Financial Toronto
🏢 Hybrid Financial
📍 Toronto