Client Account Specialist

About the opportunity

Dawn Recruiting Agency is recruiting a Client Account Specialist in Toronto for a client serving the asset-management industry. The role connects investment firms with investment professionals across North America and combines high-volume outbound business development with financial-product knowledge, relationship building and accurate activity tracking.

The position is designed for someone building a career in finance and sales who can maintain a disciplined outreach rhythm while learning how asset managers grow their distribution relationships.

Key responsibilities

• Complete a high volume of daily outbound calls to generate leads and relationships within a defined segment of investment professionals.
• Record daily activity accurately in the client’s proprietary database and CRM environment.
• Build working knowledge of equities, mutual funds, ETFs, IPOs and structured products.
• Collaborate with the team on new outreach strategies for client accounts.
• Support administrative work and special projects for senior team members.
• Handle objections professionally while maintaining constructive conversations with prospects.
• Organize follow-up activity and maintain reliable time management across a fast-paced sales workflow.

Qualifications

• University degree or college diploma in Commerce, Finance, Business Administration or another relevant field.
• Investment Funds in Canada (IFC) completion is an asset.
• Previous business-development or sales experience is useful but not mandatory.
• Strong written and verbal communication with the ability to build rapport and address objections.
• Good organization, time management and collaboration skills.
• Familiarity with CRM tools and Microsoft Office.
• Interest in financial markets and financial concepts.
• French fluency or bilingual capability is an asset.

Position details

• Full-time permanent position in Toronto, Ontario.
• Work is primarily in person; the posting notes remote Fridays after successful completion of a three-month probation period.
• Dawn’s public pay range is CAD 50,000–60,000 per year; the body of the posting states a CAD 60,000 base salary.
• Benefits after probation include health, dental, vision, life, AD&D and an employee-assistance program.
• The current LinkedIn posting explicitly identifies Zaka ur Rehman Dean as the Dawn job poster.