Client Services & Accounts Administrator

RBC Dominion Securities; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading investment firm in Toronto is looking for a dedicated individual to manage client accounts and ensure excellent customer service. You will administer account processes, respond to inquiries, and support Advisors in client onboarding. The ideal candidate has strong organizational skills and a desire to excel in client service. The firm offers a comprehensive rewards program and a supportive work environment.

Benefits

Comprehensive Total Rewards Program

Leadership coaching and development opportunities

Dynamic and collaborative team environment

World-class training program in financial services

Qualifications

• Strong skills in working with various business applications/technology.
• High level of time management and organization skills.
• Demonstrated skills in providing world‑class client service.

Responsibilities

• Impact client experience through client account administration.
• Maintain existing client accounts and identify opportunities.
• Respond to client inquiries in a timely manner.

Skills

Customer Service

Data Entry

Time Management

Interpersonal Relationships

Problem Resolution

Education

Completion of the Canadian Securities Course (CSC)

Conduct & Practices Handbook (CPH)

Tools

Desktop Tools

Job description

A leading investment firm in Toronto is looking for a dedicated individual to manage client accounts and ensure excellent customer service. You will administer account processes, respond to inquiries, and support Advisors in client onboarding. The ideal candidate has strong organizational skills and a desire to excel in client service. The firm offers a comprehensive rewards program and a supportive work environment.