City : Toronto

Category : Hourly Temporary/Contract

Industry : Recruitment/Staffing

Employer : The Adecco Group

We are currently hiring an Account Manager – Service Delivery for a leading financial services organization. This is a strong opportunity for a client-focused professional with experience in wealth management or investment services who thrives in a fast-paced, relationship-driven environment.

This role sits within a Service Delivery team supporting Portfolio Managers and Introducing Brokers, acting as a key liaison between clients and internal operational teams. The focus is on delivering high-quality client service, ensuring timely issue resolution, and continuously improving the overall client experience.

• Pay Rate: $30.10/hour

• Location: Toronto, ON (Hybrid – 3 days in office)

• Schedule: Monday to Friday, 8:00 AM – 5:00 PM

• Job Type: Full-time | Temporary

Responsibilities

• Develop and maintain strong relationships with clients by coordinating effectively with internal NBIN teams and divisions

• Serve as the primary liaison between clients and internal support functions to ensure smooth service delivery

• Maintain a strong understanding of NBIN systems, processes, and operational procedures

• Ensure timely and complete resolution of client inquiries, responding within established SLA timelines

• Track all client interactions, escalations, and service requests using Salesforce Service Cloud

• Proactively communicate updates, product changes, and service enhancements to clients

• Conduct regular client meetings to review service performance, identify issues, and implement solutions

• Document client interactions, follow-ups, and ongoing service issues with accuracy and detail

• Provide guidance and education to clients on policies, procedures, and service offerings

• Identify and recommend process improvements to enhance client satisfaction and operational efficiency

• Act as a liaison with internal operational teams to ensure timely execution of client-related tasks

• Represent the organization professionally during client meetings and business functions

Qualifications

• Must be eligible to work and reside within Canada

• University degree required

• Minimum 2 years of experience in a wealth management or financial services client service role

• Canadian Securities Course (CSC) is required

• Conduct and Practices Handbook (CPH) is considered an asset

• Strong understanding of financial services regulations and industry practices

• Proficiency with Microsoft Office Suite

• Strong communication skills (written and verbal) in English; French is an asset

• Ability to work independently and collaboratively in a team environment

• Strong organizational skills with the ability to manage multiple priorities in a high-volume environment

• Self-motivated, proactive, and client-focused mindset

Interested in this position? Apply now! Our dynamic recruitment team is ready to welcome you and support you on your path to success.

At Adecco, our purpose is simple: to make the future work for everyone. We live our values — Passion, Collaboration, Inclusion, Courage, and Customer-Centricity — by fostering a workplace where diversity is celebrated and every voice matters. We encourage applications from people of all backgrounds and identities. Together, we are shaping a future that works for everyone.

If you would like to learn more about Aspire Academy to enhance your skills for your next role, feel free to ask!