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.

📌 Specialist for Complex Accounts and Estate Services in Wealth Management (Toronto)
🏢 Richardson Wealth
📍 Toronto