Join a leading financial services firm as an Institutional Sales & Service Associate in Toronto. This hybrid role focuses on delivering superior client service to institutional clients across Canada.
Our client’s Institutional Sales & Service team is looking for a skilled with a solid background in financial services. Collaborating with Sales and Relationship Managers, you’ll manage client deliverables and handle RFPs and DDQs effectively. Your contributions will help in nurturing long-lasting relationships that support asset retention.
Key Responsibilities: - Provide consistent, high-quality service to clients - Partner internally to resolve client-related issues - Maintain accurate client records in CRM systems - Support compliance reviews and regulatory requirements - Contribute to special projects and initiatives
Requirements: - University degree or equivalent financial services experience - Minimum 5 years in related financial settings - Excellent organizational and time-management skills - Strong attention to detail in client services - Proficient in Microsoft Office applications
Offer your expertise and drive to enhance client relationships at our client’s Toronto office.#J-18808-Ljbffr

📌 Institutional Sales & Service Associate Role Winnipeg
🏢 Akkodis
📍 Winnipeg