Elevate client service as a Complex Account & Estate Service Specialist. Utilize your operational expertise to support Investment Advisors in effectively managing complex account transactions and estates.
This position serves as a critical resource for managing inquiries related to trusts, multi-layered corporations, and estate accounts. You will ensure accurate documentation and timely responses with a focus on client service and efficiency. Collaborating with internal partners, you'll resolve complexities in account openings while maintaining high standards of compliance and operational excellence.
Key Responsibilities:
• Serve as the primary contact for complex and estate accounts
• Ensure accuracy and timely responses for account openings
• Collaborate with internal teams to resolve documentation issues




• Track daily issues for insights into service improvements
• Present analyzed data to stakeholders at all levels
Requirements:
• In-depth knowledge of regulatory compliance (KYC/AML/QI/FATCA)
• Proven experience in Wealth Management account openings
• Robust skills in business applications, especially MS Office
• Exceptional relationship management and communication skills
• Commitment to helping teams achieve client goals
Maximize your impact by driving efficiencies in complex account management and elevating the client experience through tailored support.
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📌 Specialist For Complex Accounts And Estate Services In Wealth Management Toronto (Canada)
🏢 Richardson Wealth
📍 Canada