Handle email and phone inquiries from internal and external stakeholders regarding client accounts
Process and coordinate investment instructions, account setups, updates, transfers, redemptions, and contributions
Execute discretionary trades supporting redemption and contribution requests
Act as primary contact for resolving problems and complaints by investigating, recording details, referring matters to relevant departments, and following up
Provide guidance and support on SMA program procedures, forms, and practices
Assist with monthly fee billing
Analyze departmental trends and prepare reports such as volume and escalation tracking
Support delivery of service standards with minimal supervision while maintaining accuracy and timeliness
Requirements Post-secondary education in a related field, such as a degree, diploma, or certificate in Business or Finance
Successful completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
Licensed as an INV Registered Representative or eligible to be licensed as an IR within 30 days
Minimum of 5 years’ customer service experience, including 2–3 years within the financial services industry or equivalent
Experience preferably serving high net worth clientele
Excellent time management and organizational skills




Ability to work well under pressure and meet deadlines Core Competencies Demonstrates expertise in client account management, investment processing, and problem resolution within the financial services sector. Proficient in utilizing Portfolio Management software and Microsoft Office to support operational efficiency and service delivery.
Highest-signal resume keywords Canadian Securities Course (CSC)
Conduct & Practices Handbook (CPH)
INV Registered Representative License
Customer Service Experience in Financial Services
Portfolio Management Software
ATS Optimization Keywords Hard Skills Investment Processing
Account Management
Discretionary Trading
Data Analysis
Fee Billing
Soft Skills Time Management
Organizational Skills
Communication Skills
Interpersonal Skills
Problem-Solving
Certifications & qualifications Canadian Securities Course (CSC)
Conduct & Practices Handbook (CPH)
INV Registered Representative License
Industry Keywords Financial Services
High Net Worth Clientele
Client Account Management
Service Standards
Escalation Tracking
Tools & Technologies Portfolio Management Software
Bloomberg
Morningstar
Microsoft Office
Excel

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📌 Managed Account Program Support Specialist (Ontario)
🏢 Jobtailor
📍 Ontario