As an employee of Cardinal Point Capital Management ULC, this position is centered on ensuring customer satisfaction, providing customer support, effective communication, utilizing analytical skills, and delivering exceptional client service on a daily basis.
Primary functions involve processing tasks with the firm’s custodial providers in Canada and the U.S. These responsibilities include:
The role requires acute attention to detail, excellent time management, exemplary verbal and written skills and a penchant for problem solving. Relationship building skills are essential, as there will be frequent contact with the firm’s customers and suppliers. The ability to work in an independent environment is a critical aspect.
Candidates should possess an undergraduate degree. Completion of the Canadian Securities Course is also an asset. Proficiency with Salesforce, Word and Excel, NetRep, Dataphile, NetX360 are advantageous.
Client Relationship Specialist • Toronto, ON, Canada
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