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 accountsEnsure accuracy and timely responses for account openingsCollaborate with internal teams to resolve documentation issuesTrack daily issues for insights into service improvementsPresent analyzed data to stakeholders at all levelsRequirements:In-depth knowledge of regulatory compliance (KYC/AML/QI/FATCA)Proven experience in Wealth Management account openingsStrong skills in business applications, especially MS OfficeExceptional relationship management and communication skillsCommitment to helping teams achieve client goalsMaximize 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