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Job summary
A leading advisory firm in Toronto is seeking an Engagement Specialist to provide exceptional service to clients' shareholders. The role involves managing proxy voting and corporate actions, conducting outreach, and supporting shareholders. Ideal candidates are adaptable communicators with critical thinking skills and a strong interest in finance. The position offers an hourly rate of $18 to $25 and requires both unilingual and bilingual candidates. This is an office-based role with the potential for long-term career growth.
Qualifications
Experience in client service or call center environments.
Ability to explain complex concepts clearly to diverse shareholders.
Calm and diplomatic under pressure.
Responsibilities
Engage shareholders through outbound calls and multichannel communication.
Explain proxy concepts and assist with corporate action events.
Document call details and report on gathered intelligence.
Skills
Strong verbal and written communication skills
Problem-solving skills
Critical thinking
Strong attention to detail
Digital literacy
Education
College or university education in business or finance
Job description
A leading advisory firm in Toronto is seeking an Engagement Specialist to provide exceptional service to clients' shareholders. The role involves managing proxy voting and corporate actions, conducting outreach, and supporting shareholders. Ideal candidates are adaptable communicators with critical thinking skills and a strong interest in finance. The position offers an hourly rate of $18 to $25 and requires both unilingual and bilingual candidates. This is an office-based role with the potential for long-term career growth.