Account Specialist - Financial Services & Capital Markets

About the job Account Specialist - Financial Services & Capital Markets

Position Overview

Are you a persuasive communicator with a passion for financial services and capital markets? Join our client's dynamic team as an Account Specialist and make an impact! In this role, you will connect with Investment Professionals across North America on behalf of our client, which includes esteemed banks, asset managers, and public companies across various sectors and industries. This role offers a unique opportunity to thrive in a fast-paced, collaborative environment, making it the perfect platform to advance your finance career.

Key Responsibilities

• Conduct daily outbound phone calls to engage Investment Professionals, generating leads and building professional relationships within a defined target segment (~100 calls/day).
• Record daily call activities accurately, updating and maintaining information in our client's proprietary database.
• Develop and maintain an understanding of diverse industries and financial products, including Equities, Mutual Funds, ETFs, IPOs, and Structured Products.
• Collaborate with team members to create and implement innovative outreach strategies for client campaigns.
• Support senior team members with administrative tasks and assist on special projects as needed.

Qualifications & Experience

• A university degree or college diploma in Commerce, Finance, Business Administration, or a related field is required.
• Completion of the Canadian Securities Course (CSC) is preferred.
• Prior experience in business development or sales, ideally within financial services, is an asset.
• Proficiency in Microsoft Office Suite, particularly Excel, PowerPoint, and Outlook.
• Strong verbal and written communication skills, with the ability to deliver compelling responses and handle objections confidently.
• Demonstrated resilience and problem-solving abilities, with a proactive approach to turning challenges into opportunities.
• Adaptability and strategic thinking, with an ability to adjust outreach techniques based on real-time feedback.
• Experience with CRM tools to track and manage interactions and data.
• Excellent collaboration skills, with a positive, team-oriented mindset.
• A solid understanding of financial markets or a keen interest in learning more.
• Exceptional organizational skills and time management abilities.

Compensation

• A competitive salary will be offered, commensurate with the candidate's experience, qualifications, and market benchmarks in the financial services sector.

Why Join Us?

Working with our client offers an invaluable learning experience in financial services and capital markets, with opportunities to work with industry leaders and grow in a supportive, team-centric environment. If you're ready to elevate your career, apply now to be part of our client's journey!