Serve investment clients through account documentation, transfers, and inquiries while collaborating with Canadian Portfolio Manager teams from North York.

This Account Administrator and Client Service Representative role focuses on accurate, effective support for existing and future clients. You will work with Portfolio Managers nationwide and NBIN, handling account administration, client reporting, management fees, and complex account requests. Solid communication, time management, and qualified judgment under pressure are essential.

Key Responsibilities:
Create welcoming interactions for clients, prospects, and partners
Handle inbound inquiries through the Client Service ticketing system
Track transfers and liaise with custodial back-office teams
Support RESP, RSP, TFSA, RIF, and LIF requests




Identify workflow improvements and training opportunities

Requirements:
Three-plus years of Canadian wealth management or brokerage experience
Client account documentation and financial services administration experience
Understanding of corporate, trust, registered, and investment accounts
Knowledge of AML and FATCA procedures
Proactive, service-oriented problem-solving and multitasking ability

Apply client service expertise, account administration knowledge, and communication skills across investment operations and partner relationships.

📌 Client Service Representative Investment Accounts Toronto
🏢 QWealth Partnership
📍 Toronto