Enhance institutional client relations as a Support Specialist in Toronto. In this hybrid role, deliver high-quality service and manage client lifecycle effectively within the financial sector.
Seeking a driven Institutional Sales & Service Associate for our esteemed client. Collaborate between internal teams and field queries from institutional clients. This role emphasizes maintaining service excellence, managing timelines, and ensuring compliance while contributing to special projects and broader business objectives.
Key Responsibilities: • Deliver timely responses to client inquiries • Resolve issues through effective teamwork • Manage presentation materials and deadlines • Support operational compliance activities • Maintain CRM records accurately
Requirements: • Bachelor’s degree or relevant financial industry background • 5+ years in fund management or finance-related roles • Solid client service mindset and communication skills • Ability to manage several projects simultaneously • Proficiency in Microsoft PowerPoint, Excel, and Word
Join our client’s team in Toronto to provide exceptional support and drive future successes in institutional client service. #J-18808-Ljbffr