- 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 - Robust knowledge of Microsoft Office (Outlook, Excel, Word) - Self-motivated and results-oriented, with strong 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

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