Client Relations Manager - Financial Services

Canaccord Genuity Group Inc.; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services firm in Toronto seeks a dedicated individual for a customer service role. Responsibilities include supervising client workflows, coordinating processes, and ensuring timely responses to inquiries. The ideal candidate should possess at least 3 years of customer service experience in the financial industry, strong communication skills, and a cohesive understanding of broker/dealer operations. Relevant qualifications like the Canadian Securities Course (CSC) are a plus. This role offers a dynamic environment and opportunities for growth.

Qualifications

• 3 years of customer service experience, preferably in the financial services industry.
• Exceptional communication and interpersonal skills.
• Good general knowledge of US and Canadian Broker/Dealer operations.

Responsibilities

• Supervise workflow between clients and Canaccord Operations.
• Respond to inquiries from clients and internal partners.
• Coordinate month-end processes for Pinnacle clients.

Skills

Customer service experience

Communication skills

Interpersonal skills

Analytical skills

Problem solving

Organizational skills

Microsoft Office proficiency

Education

Completion of the Canadian Securities Course (CSC)

Tools

Dataphile

Job description

A leading financial services firm in Toronto seeks a dedicated individual for a customer service role. Responsibilities include supervising client workflows, coordinating processes, and ensuring timely responses to inquiries. The ideal candidate should possess at least 3 years of customer service experience in the financial industry, strong communication skills, and a cohesive understanding of broker/dealer operations. Relevant qualifications like the Canadian Securities Course (CSC) are a plus. This role offers a dynamic environment and opportunities for growth.