Deliver client-focused investment administration from Toronto’s North York head office, with hybrid work and solid communication skills.

As an Account Administrator/Client Service Representative, you will interact regularly with clients, staff, partners, and Portfolio Manager teams. The position covers account documentation, inquiries, onboarding, transfers, and account servicing. Success requires ownership, initiative, accurate work, and composure under pressure.

Key Responsibilities:

- Create welcoming experiences for clients, prospects, and partners
- Handle inbound inquiries and document client interactions
- Support account opening, banking, money movement, and transfers
- Service RESP, RSP, TFSA, RIF/LIF, and related corrections
- Liaise with custodial and back-office teams

Requirements:

- Outstanding oral, written, and in-person communication skills
- Client-service orientation with strong people skills
- Ability to manage time and prioritize work efficiently
- Knowledge of investment account types and documentation
- AML/FATCA procedures knowledge and application

Bring investment account knowledge, client communication, and organized service delivery to this hybrid North York administration position.

📌 Client Service Representative Investments (Toronto)
🏢 YouPotential
📍 Toronto