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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