Aston Carter Looking for Wealth Management Account Manager (Hybrid) at Ontario Full Time

Our client, one of the top investment banks in Canada, is looking to hire an Account Manager to help support their corporate office located in the downtown Toronto area on a hybrid basis.

The Account Manager’s role plays a vital part in ensuring the bank delivers the highest quality of customer service to their clients. The Account Manager role is a member of the Client Service Team, providing day to day service to several independent Portfolio Managers and Introducing Brokers. The Client Service team act as a liaison between the client and the various support areas within the bank.

Job duties include but are not limited to the following:

• Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within the bank.

• Solid understanding of Capital Markets products and processes including equity, fixed income and mutual fund markets

• Process daily account activities which include; new accounts setup, mandate switches, account closures, deposits, withdrawals, account rebalance, Tax Loss Harvest requests etc

• Ensure that daily trading activities have been executed successfully (i.e validate block orders)

• Work closely with clients to set up new models and mandates for investing new accounts

• Ensure that a high level of customer service is maintained with our clients by keeping them informed of any new developments, products, and all available services as they relate to their business needs

• Ensure prompt and thorough resolution of all client issues and recommend improvements in policies and procedures with the ultimate goal of continually improving our client service delivery

• Conduct regular meetings with clients and document ongoing service and operational issues concerning the client and the bank, investigate, follow up and resolve

• Provide process improvement recommendations that will enhance the overall business relationship with clients

• Represent the bank professionally at client meetings/business functions

Must Have Experience/Knowledge:

• Previous Banking/Financial Services Experience

• CSC Certification (Active or in the Process Of Completing)

• Strong Communication Skills (English – Verbal & Written)

• Working Knowledge of Microsoft Office (Outlook, Word, Excel)

Disclaimer:

The Company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, genetic information, or any other characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 844 895-8598 or email However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting

À propos d’Aston Carter:

Veuillez noter : Des fraudeurs essaient de se faire passer pour des employés d’Aston Carter. Nous n’utiliserons jamais des services gratuits comme Gmail, Telegram ou WhatsApp pour communiquer avec vous et nouse ne vous demanderons jamais d’argent.

Aston Carter, une division d’Aerotek, est un fournisseur d’envergure mondiale de services de recrutement et de dotation de personnel pour les sociétés à la recherche de professionnels du milieu des affaires hautement spécialisés. Aerotek est une société en exploitation d’Allegis Group, un fournisseur multinational de solutions en matière de talent. Aston Carter s’engage fermement à offrir un service de premier ordre aux clients et aux professionnels du milieu des affaires dans un vaste éventail de disciplines, notamment la comptabilité, la finance, la gouvernance ainsi que la gestion du risque et de la conformité. Avec plus de 60 bureaux en Europe, Asie et Amérique du Nord, Aston Carter offre une expertise locale, régionale et mondiale pour répondre aux besoins uniques de ses clients. Reconnu “best of staffing” par nos clients et le talent que nous recrutons, Aston Carter s’engage à livrer un service hors pair a tous nos partenaires d’affaire.

About Aston Carter:

Please Note: Scammers are posing as Aston Carter. We’ll never contact you via Gmail, Telegram, or WhatsApp and we’ll never solicit money from you.

Aston Carter is a distinguished global provider of recruitment and staffing services to companies requiring highly specialized business professionals. As a Best of Staffing® Client and Talent leader, Aston Carter has an unrivaled commitment to delivering first class service to clients and business professionals across a variety of disciplines, including Accounting and Finance as well as Governance, Risk and Compliance. With more than 60 offices across Europe, Asia Pacific and North America, Aston Carter provides local, regional and global expertise to drive value and meet our customers’ unique needs. Aston Carter is a division of Aerotek. Aerotek is an operating company of Allegis Group, a global talent solutions provider.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.