Client Specialist & Sales Coordinator - Downtown Toronto

Toronto, ON

Employment Type: Direct Hire Industry: Other Area(s) Job Number: 62456

Client Specialist & Sales Coordinator – Downtown Toronto

Salary Up To $65,000

Our client, a new adventure Mutual Fund Dealer is looking for a motivated and eager individual to join the growing team.  As a Client Specialist & Sales Coordinator, you will have the opportunity to work in a dynamic role that plans to evolve as the company grows. You will be the first point of contact for customer inquiries and provide information regarding products that are administered by the sales team. In addition, you will be responsible for supporting the sales and administrative teams with all of their day-to-day responsibilities. In this role, it will be your responsibility to maintain existing advisor relationships, while building new ones as well.  The successful candidate will work in partnership with management and Regional Directors to identify, develop, and strengthen advisor relationships within a specific territory to achieve organization targets. If you are excited to be a part of a new up and coming organization, with strong administrative and organizational skills, then we want to hear from you!


  • Handle customer queries via web chat, email, telephone and post to customer’s satisfaction
  • Follow up with clients on missing documentation/information, and interact with clients on various other sales inquiries
  • Respond to inquiries on account services, products, fund management strategies, portfolio manager philosophies/processes/styles and industry trends
  • Maintain a comprehensive understanding of nominee and fee for service accounts, mutual funds, market trends, advisor trends and investor trends
  • Maintain client related information & update daily call activities while maintaining accurate advisor records within the CRM system and support ticket technology to ensure up to date records
  • Assist management in creating new scripts, Quick Reference Guides, and Question-Answer documents
  • Develop campaigns and assist in delivery of sales presentations, in partnership with your Regional Director
  • Provide sales strategies, concepts, marketing ideas and support to financial advisors, in collaboration with management
  • Perform pro-active call and sales campaigns to promote Company services to existing and potential clients
  • Ensure all contacts follow with our internal controls and compliance checks applied where necessary
  • Continually seek opportunities to improve our processes in order to improve the customer experience.
  • Undertake any ad hoc projects/tasks as may reasonably be required to facilitate the smooth operation of the company


  • 3 or more years’ relevant experience in the mutual funds industry is required
  • 2 years’ + of financial services industry experience in a sales capacity is an asset
  • University Degree or College diploma in Finance or Business
  • Completion of IFIC operations and/or CSC required
  • Proficiency with MS Office Suite, and SalesForce
  • Excellent communication and interpersonal skills in managing relationships with clients
  • Ability to perform duties with minimal direction
  • Must be an adaptable team player who thrives in a fast-paced work environment
  • Ability to prioritize workloads to meet deadlines and demand
  • Proven organizational skills, a strong attention to detail, and well-developed multi-tasking skills
  • Strong customer orientation with emphasis on relationship building and conflict resolution


To apply, please click Apply Online or submit your resume by email to:

View all of our job postings at 

Accommodations are available upon request to support your participation during all stages of the recruitment process.

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.