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 solid 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