Account Coordinator - Financial Advisor

Job Title: Account Coordinator - Financial Advisor (Operation)

Duration: 12 Months (Possibility of Extension or Permanant)

Location: Toronto, Ontario, , M5X1J9

Description:

• Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions
• 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 service delivery
• On a daily basis review and approve administrative items such as; De-registrations, Bank Transfers, Foreign Exchanges and Internal Account Transfers
• Act as a liaison with the various operational areas ...