About the job

JOB DESCRIPTION

The Dedicated Client Service Advisor (DCSA) is the single point of contact for an assigned portfolio of commercial clients. This role delivers end to end ownership of daily operational servicing while driving exceptional client experiences, continuity, and proactive problem resolution. Success in this role requires strong self management, disciplined time management, and the ability to operate effectively in a high volume environment while maintaining accuracy, compliance, and service excellence.

REQUIRED SKILLS AND EXPERIENCE

• 3–5 years of relevant experience in Client Service, Client Relationship Management, Financial Services, or a service driven banking environment preferred.

• Bachelor’s degree preferred (Business Administration, Finance, Marketing, or related discipline).

• Equivalent experience will be considered.

Skills & Competencies• Strong ownership, accountability, and self management• Proven time management skills with ability to handle high volumes• Client first mindset with strong problem solving skills• Product knowledge and regulatory awareness• Data analysis and reporting capability• Detail oriented with strong documentation discipline• Effective collaboration and communication skills• Proficiency in Microsoft Office and banking platforms• Teamwork• Problem-Solving• Collaboration• Detail-Oriented

Worksite Location: Canada, ONJob Duration: 6-month contract-to-permanent position.Job Type: HybridPay Range: $27.00/hr

This position is an existing vacancy. We are actively hiring to fill a need on the team and support the team's ongoing priorities and workload.

*We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.

A qualified Banking and financial services professional with over four years of experience managing High Net Worth (HNW) and Non-Resident Indian (NRI) client portfolios across private banking, wealth advisory, and insurance business development. Skilled in asset allocation, investment planning, and portfolio strategy, with a consistent record of exceeding sales targets and strengthening client retention through relationship-led advisory. Well versed in KYC/AML compliance, cross-border transactions, and regulatory risk controls within retail and NRI banking environments. Brings additional grounding in financial operations, payroll compliance, and process improvement from a finance and accounts role, alongside an MBA in Marketing that supports client-focused business development.