Manager, Investor Services (Client Account Manager)

Greybrook Realty Partners; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

Greybrook Realty Partners is seeking a Manager for Investor Services, responsible for managing client communications and subscription processes. This full-time, in-office role demands a focus on client service, compliance, and operational excellence. The ideal candidate will have Financial Services experience and strong organizational skills.

Qualifications

• At least 2 years Financial Services experience, preferably in a client-facing capacity.
• Proficient in Microsoft Office, specifically Word, Excel, and Outlook.
• Exceptional communication skills, both verbal and written.

Responsibilities

• Managing the execution of subscription documents and transactions on behalf of the EMDR.
• Regular client communication regarding offering logistics including compliance and documentation.
• Providing recommendations for improvement to business processes.

Skills

Client focus

Communication skills

Attention to detail

Teamwork

Initiative

Education

Post-Secondary education

Tools

Microsoft Office

Salesforce

Job description

Manager, Investor Services (Client Account Manager)

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Manager, Investor Services (Client Account Manager)

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Greybrook is a Toronto-headquartered private equity real estate investment firm that invests and actively manages high-quality development-based and value-add opportunities. Greybrook allows individual investors to partner on an equity-basis with leading real estate developers to jointly acquire properties situated in growing urban and suburban markets that meet our investment criteria for new development or asset repositioning. Greybrook targets average annualized returns in excess of 20% on development-based opportunities and 12% to 18% on value-add developments. Greybrook and its affiliates have invested in over 110 real estate projects in Canada and the United States with an estimated gross development value of CAD $38 billion.

Overview of Position

The Manager, Investor Services is licensed as a dealing representative and works closely to support the business of an Exempt Market Dealer Representative (EMDR) in the management of the Representative’s investor group. The Manager, Investor Services is responsible for compliance and administrative responsibilities that are vital to the investor subscription and funding processes. The individual is expected to provide effective client service at all times, execute business development initiatives, and facilitate subscription and fund transfers in advance of all project deadlines.

The Manager, Investor Services is expected to be knowledgeable about the investor subscription process, stay informed about the regulatory environment, and are a key source of information for clients. This position will be working in a fast-paced, collaborative team environment, performing duties that are the backbone of operational achievement.

Please note : This is a full-time in-office role.

Responsibilities

• Managing the execution of subscription documents and transactions on behalf of the EMDR.
• Regular client communication regarding an ongoing offering with respect to the transaction; including all compliance, documentation, funding, and post-close activity.
• Ensuring suitability and compliance to regulatory requirements for prospective investors through onboarding processes as well as at a transaction level.
• Ensuring investor deadlines are met within an offering (e. g. subscriptions and funding).
• Providing recommendations for improvement to business processes.

Ensure a high level of client service by :

• Managing investor expectations pertaining to offering logistics (deadlines, next steps, etc.)
• Preparing and presenting investor documentation for EMDR (e.g. subscription and compliance documents)
• Presenting investor documentation to the investor, ensuring information is received and understood
• Resolving inquiries and issues in a timely manner and escalating issues to EMDR and VP, Investor Services when appropriate
• Adhering to all corporate and regulatory policies as they relate to a client’s transactions and ensuring accurate documentation of all activities.

Qualifications & Competencies

• At least 2 years Financial Services experience, preferably in a client facing capacity.
• Proficient in Microsoft Office specifically Word, Excel, and Outlook.
• Knowledge of office administration duties, and back-office procedures.
• Experience with salesforce is an asset.
• Post-Secondary education
• Exceptional communication skills, both verbal and written
• High attention to detail
• Client focus
• High integrity
• Strong attitude towards teamwork
• Ability to take initiative and work independently
• Exceptional organizational and multitasking skills

We are committed to hiring the most qualified candidates while fostering a diverse, equitable, and inclusive workplace. We welcome applicants of all backgrounds and ensure equal consideration for employment, regardless of gender, ethnicity, origin, sexual orientation, disability, or socioeconomic status.

If you require any accommodations during the recruitment and selection process, please let us know. We will make every effort to provide a seamless and accessible experience.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

General Business, Management, and Business Development

Capital Markets

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