- The Client Management Team is responsible for business development and relationship management for high- and premium-value clients across Canada. A separate team within Client Management focuses on onboarding premium clients and providing client service 24 hours a day, five days a week
- Provide proactive and timely support throughout client onboarding
- Identify sales opportunities where possible, including profiling new clients to identify high-value clients
- Provide excellent, high-calibre client service to ensure a positive client experience
- Ensure accurate client information is recorded in relevant internal systems in a timely manner
- Proactively identify and cross-sell additional products and services to existing clients
- Proactively identify opportunities to improve the client experience
- Proactively respond to and manage inbound client queries professionally and efficiently
- Resolve client queries effectively, focusing on getting it right the first time
- Escalate client issues promptly to the appropriate level to ensure consistently high client service
- Act as a brand ambassador in all client interactions
- Understand customer needs and requirements

Benefits

- Pension:



9% = 5% company contribution and 4% self-contribution -CMC Markets will match up to 7%
- Income Protection
- Life Assurance: 4 x salary
- Health Insurance provided through Vitality
- Holiday: 25 days - per calendar year + additional day off for your birthday
- Breakfast provided for office days
- Discretionary Bonus

Requirements

- Expert knowledge of the platform and products
- Knowledge of Microsoft Office Suite, particularly PowerPoint, and basic knowledge of Excel
- Ability to work effectively as part of a team
- Intermediate knowledge of or experience with financial markets; knowledge of CFDs is preferable but not essential
- An undergraduate degree in a relevant discipline, such as Business, Finance or Economics
- Operates with integrity and a highly client-centric mindset, with the ability to build and enhance solid, meaningful client relationships
- Negotiation skills
- Bilingual in English and French
- Understands regulatory authority requirements to ensure departmental processes and procedures are compliant
- Demonstrates passion and enthusiasm for our products and services
- Excellent verbal and written communication skills

📌 Sales Executive (Toronto)
🏢 CMC Markets
📍 Toronto