- 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 (Toronto)
🏢 Jobtailor
📍 Toronto