Experienced Client Service Manager for Financial Support Solutions

Become a key player as a Client Service Manager dedicated to providing exceptional support for Financial Advisors. Lead your team while managing inquiries and resolving complex issues.

This role requires strong leadership to oversee the client service team, ensuring top-tier performance. You will bring 3-5 years of experience in finance and a solid understanding of the Canadian investment landscape. Your problem-solving skills and effective collaboration will facilitate outstanding service and operational efficiency.

Key Responsibilities: • Lead assigned client service team and manage tasks • Handle complex issues with Financial Advisors • Work with back office for documentation processing • Cooperate with other teams to ensure smooth services • Track and manage client-related operational issues

Requirements: • 3-5 years client service experience in investment • In-depth knowledge of registered accounts operations • CSC and CPH course completion or commitment • Strong proficiency in MS Office Suite • Excellent interpersonal and communication skills

Support Financial Advisors and drive your team to achieve excellence in a vibrant office culture. #J-18808-Ljbffr