Provide exceptional trading and support services as an Investment Associate, focusing on high-value clients. Engage with customers to enhance their trading experience while promoting business growth and retention.
In this role, you will manage inquiries from high-value clients, ensuring effective trading support and seamless communication. Your understanding of market conditions alongside strong service delivery will help spot opportunities for asset growth. Collaborating with various teams, you’ll ensure compliance and high-quality client interactions.
Key Responsibilities:
• Deliver advanced customer service for trading inquiries
• Identify and act on cross-sell and referral opportunities
• Proactively follow up on client instructions
• Work with internal departments for client order processing
• Monitor service metrics and enhance client satisfaction
Requirements:
• 3-4 years of trading experience; 1 year in options required
• Completion of Canadian Sec...