Client Rep.

Location

Toronto

Job Code

VB-0817

Number of Openings

3

Purpose

The successful candidate is required to work both independently and as a member of a team, interacting effectively with business personnel to get new clients and maintain the existing ones. This is a non- managerial position and candidate should be ready to travel and attend in trade shows and events.

Job Summary

Key Accountabilities:

  • New account opening and administrative tasks.
  • Provide professional quality service to clients. Handle and resolve service requests from existing clients.
  • Manage client inquiries regarding services, account positions, balances, etc.
  • Seek, recognize and act upon opportunities to expand business relationships with clients.
  • Engaging targeted prospects segments by proactively placing outbound calls and subsequent follow-up to drive new account and asset growth.
  • Host and participate in educational and trades events.
  • Maintain on-going relationships with high valued clients.
  • Perform delegated operational tasks and duties.

Qualifications

Mandatory Requirements:

  • Fluency in English Language (both written and spoken).
  • Computer knowledge (Word, Excel, Windows).
  • Self-initiated, fast learner with a positive attitude.
  • Organized, accurate and hardworking character.
  • Excellent customer service skills.
  • Like to do office and administrative tasks.
  • Exceptional telephone & communication skills.
  • Ability to work in fast-paced and challenging environment.

Nice to have:

  • Related Canadian/US experience.
  • Knowledge and experience with trading platforms.
  • Understanding of online investing products & services.
  • Successful completion of CSC, CPH & TTC (Trader Training Course) courses.

Please send your resume to careers@virtualbrokers.com with the job code.

BBS is also a participant of the Toronto Stock Exchange (TSX), the TSX Venture Exchange (TSX-V), the Canadian National Stock Exchange (CNSX), Alpha, Pure, Chi-X, and Omega. VB specializes in providing outstanding trade execution services to investors, traders and fund managers who demand excellence. Powered with innovative technologies and deep understanding of financial markets, VB provides superior products and services to all of its clients.