Job Title: Client Services Representative Location: Toronto, ON (Onsite) Duration: + Months Required Skills: -year degree from an accredited university or equivalent OR High school diploma or equivalent AND + years of job-related experience + year prior securities, banking, technology and/or job specific related industry experience Exceptional relationship management and analytical skills.

Ability to communicate and partner effectively with Front Office professionals (Investment Advisors/Counsellors, Assistants, Branch/Front Office Administrators, Branch/Front Office Managers), to research and resolve operations related matters.

Nice to have skills: CFA candidate considered a plus Comfortable with working independently and adhering to committed deliverables in a fast-paced, energetic work setting Mindlance is an equal opportunity employer.

We are committed to inclusive, equitable, barrier-free recruitment and selection processes, and work workplace in accordance with the Accessibility for Ontarians with Disabilities Act (AODA).

We will be happy to work with applicants requesting accommodation at any stage of the hiring process.

We use AI in our Hiring processes

📌 Client Services Representative Expert Toronto
🏢 Mindlance
📍 Toronto