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

Resolve problems and complaints by investigating, recording details, referring matters to relevant departments and conducting follow-ups

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 service standards and day-to-day operations for Separately Managed Account programs and other investment management solutions

Requirements

Post-secondary education in a related field (e.g., a degree, diploma, or certificate in Business or Finance)

Successful completion of the Canadian Investment Regulatory Exam (CIRE) or equivalent

Minimum of 5 years’ customer service experience, including 2-3 years within the financial services industry (or equivalent), preferably serving high net worth clientele

Excellent time management and organizational skills, with ability to work under pressure and meet deadlines

Excellent communication and interpersonal skills

Working experience with Portfolio Management software, Bloomberg or Morningstar preferred





Fluent communication skills in English and French are required

Strong knowledge of Microsoft Office (Outlook, Excel, Word)

Self-motivated and results-oriented, with robust attention to detail and accuracy

Proven ability to identify and resolve issues to the satisfaction of all parties

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 while providing exceptional customer service to high net worth clients.

Highest-signal resume keywords

Customer Service Experience

Canadian Investment Regulatory Exam (CIRE)

Portfolio Management Software

Fluent in English and French

Time Management Skills

ATS Optimization Keywords
Hard Skills

Investment Processing

Account Management

Discretionary Trading

Data Analysis

Fee Billing

Soft Skills

Communication Skills

Interpersonal Skills

Attention to Detail

Problem Resolution

Organizational Skills

Certifications & Qualifications

Canadian Investment Regulatory Exam (CIRE)

Industry Keywords

Financial Services

Separately Managed Accounts

High Net Worth Clientele

Investment Management Solutions

Tools & Technologies

Bloomberg

Morningstar

Microsoft Office

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