Client Services Representative - Expert

Mindlance · Toronto, Ontario, Canada

Location

Toronto

Job Type

Full-time

Posted

July 09, 2026

Job Description

Job Title: Client Services Representative
Location: Toronto, ON (Onsite)

Duration: + Months

Required Skills:-year degree from an accredited university or equivalent OR High school diploma or equivalent AND + years of job-related experience
+ year prior securities, banking, technology and/or job specific related industry experience
Exceptional relationship management and analytical skills. Ability to communicate and partner effectively with Front Office professionals (Investment Advisors/Counsellors, Assistants, Branch/Front Office Administrators, Branch/Front Office Managers), to research and resolve operations’ related matters.

Nice to have skills:CFA candidate considered a plus
Comfortable with working independently and adhering to committed deliverables in a fast-paced, dynamic work environment

Mindlance is an equal opportunity employer. We are committed...

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