39 client-services jobs found in Toronto

At Xe we power international lives, helping people and businesses achieve their global ambitions. This is a key front-line role, that drives revenue and builds customer loyalty by delivering an excellent customer experience within Xe’s consumer business. Requirements Duties and Responsibilities: • Guide and account manage our HNW private customers from initial account opening and understanding of their requirements, through to deal execution and completing their money transfers • Nurture customer relationships to optimise repeat transactions, ensuring your pipeline and client base is managed efficiently • Monitor KPIs to optimise daily/monthly/quarterly/annual revenue targets and activity levels • Adhere to standard processes and regulatory requirements – ensuring your actions are in the customers best interests at all times • Be an active learner, pro-actively develop and grow your understanding of the currency market, and the payment services industry • Actively...

Client Service Executive Since launching in 1989, CMC Markets has become one of the world's leading online CFD providers, with nearly 65 million trades executed annually across Europe, Asia Pacific and North America. CMC Markets’ success is founded on its ability to deliver a wide range of trading products to customers, from single equities to indices, currencies and commodities. This means our clients don’t need to go to a forex broker, futures broker or a commodities broker to trade these different instruments - they can trade them all through one trading platform. CMC Markets has pioneered the development of online trading in markets around the world to become a world leading CFD provider. The Client Service Team is responsible for Canadian business development and relationship management for all Canadian based clients.  ROLE AND RESPONSIBILITIES Provides high value client service (inbound and outbound) to ensure a positive client experience; Takes ownership and...

Role The Technical Account Manager will be part of the ION's Equities Technical Account Management Department. The TAM team is formed of an enthusiastic mix of people with strong technical, functional and customer service skills.   The Technical Account Manager will manage client relationships and will drive implementation of projects and other initiatives post contract.  This position involves project management, business management and relationship management with assigned client accounts.  This position requires prior knowledge and experience with software technology and the business flows of Derivatives (Futures and Options), Fixed Income and/or Equities (Equities and Equity Options)   Responsibilities Cultivate client partnerships to ensure joint alignment of short and long-term goals. Tracking of strategic client issues and progressing them through internal groups. Serving as a liaison with internal departments including sales, accounts and technical...

S&P Dow Jones Indices The Role                           Sales Associate, Client Coverage The Location                    Toronto, Canada The Grade                        G 9/10 (internal use only) The Team The North American Client Coverage team is responsible for sales/licensing of intellectual property of S&P Dow Jones Indices.  Additional responsibilities include establishing and building strong relationships with clients, prospecting for new index customers and managing/expanding the commercial footprint of S&P Dow Jones Indices within their prescribed territory. S&P DJI maintains relationships with investment banks, asset managers, ETF issuers, market data consumers and redistributors, insurance companies, proprietary trading firms, exchanges and other key market participants who rely upon our world-renowned indices, research, and commentary. The Impact The primary purpose of this role is to support the Regional Client...

Who Are We? Fidessa (part of the ION Group) offers exceptional trading, investment and information solutions for the world's financial community. New technology, new regulation, new challenges: making money in today's financial markets is all about staying ahead of the curve. Having the capability to spot new trends and act fast turns change into opportunity. That's why 85% of the world's premier financial institutions trust Fidessa to provide them with their multi-asset trading and investment infrastructure, their market data and analysis, and their decision making and workflow technology. It's also why $10 trillion worth of transactions flow across our global network each year. Because we're the market leader, we can also offer unique access to the world's largest and most valuable trading community of buy-side and sell-side professionals, from global institutions and investment banks to boutique brokers and niche hedge funds.  The Americas Technical Support team...

Who Are We? Fidessa (an ION Group Company) provides exceptional trading, investment, and information solutions for the world's financial community. Our unrivalled set of mission-critical products serve both buy-side and sell-side global institutions and investment banks to boutique brokers and niche hedge funds with multi-asset trading and investment infrastructure, their market data and analysis, and their decision making and workflow technology. We are freethinking and do not believe in rigid structure or tight controls that limit our ability to be innovative and adaptable. Our team at Fidessa is represented within several continents in multiple offices. We recognize that a business is only as good as its people. To provide and build on our high-quality platform and services, we seek to employ only the best! Role Fidessa's Trading Support Analysts provide functional support for all customer requests across Fidessa's multi-asset product range. This opening has...

The Role: You will help customers (premier financial institutions) realize their goals through our technology solutions, leading multiple months’ long engagements from business analysis through to deployment, customer adoption, and customizations. This dynamic role combines engagement management, customer management, and hands-on engineering as you manage projects end-to-end either solo or as part of a team. As part of our remarkably high-performing team of collaborative, talented Software Consultants who thrive on the business impact of their work, you will have freedom and self-direction to tackle a wealth of interesting, challenging problems as we push the technological envelope and create transformative value for customers. Key Responsibilities: Design, develop, and release sophisticated applications for mission-critical, high performance distributed trading systems Customize Barracuda FX configurable products to assemble novel solutions that achieve client...

The Role: We are looking for a Service Specialist that will be involved in the current and future delivery support and maintenance of services. You will play a key role in assist customers both from technical and functional point of view. The Service Management team is responsible for technical investigation, keeping customers updated and reporting potential software defects to Development teams. Technical Support also takes the lead in service restoration in the event of software or hardware failures, capacity planning and Business Continuity testing of the Hosted environment. Key Responsibilities: Responds to customers’ inquiries relating to technical and functional issues with our products through phone, email, and case management system. Track inquiry resolution progress. Communicates updates effectively and promptly to the client. Builds up and maintains a knowledge of the software supported, including database structure and configuration files to assist...

We are looking for self-motivated people with a positive attitude who are passionate about software development and automation. Working as part of our Research and Development team as a software developer, you will be responsible for carrying out on-going software development work on Anvil, ION’s leading front- and middle-office solution for international repo and securities finance. You will participate in the full lifecycle of product development from design, through to execution, testing, and troubleshooting, collaborating with like-minded colleagues from around the globe. About us We’re a diverse group of visionary innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments. Founded in 1999, we’ve achieved tremendous growth by bringing together some of the best and most successful financial technology companies in the world.  Over 2,000 of the...

We are looking for self-motivated people with a positive attitude who are passionate about software development and automation. Working as part of our Research and Development team as a software developer, you will be responsible for carrying out on-going software development work on Anvil, ION’s leading front- and middle-office solution for international repo and securities finance. You will participate in the full lifecycle of product development from design, through to execution, testing, and troubleshooting, collaborating with like-minded colleagues from around the globe. About us We’re a diverse group of visionary innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments. Founded in 1999, we’ve achieved tremendous growth by bringing together some of the best and most successful financial technology companies in the world.  Over 2,000 of the...

We are looking for self-motivated people with a positive attitude who are passionate about software development and automation. Working as part of our Research and Development team as a software developer, you will be responsible for carrying out on-going software development work on Anvil, ION’s leading front- and middle-office solution for international repo and securities finance. You will participate in the full lifecycle of product development from design, through to execution, testing, and troubleshooting, collaborating with like-minded colleagues from around the globe. About us We’re a diverse group of visionary innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments. Founded in 1999, we’ve achieved tremendous growth by bringing together some of the best and most successful financial technology companies in the world.  Over 2,000 of...

About the role The FIX Connectivity Engineer works part of a global operations team responsible for on-boarding and maintaining services for buy-sides / sell-sides on ION’s FIX Network at an application level. These buy-sides / sell-sides use both ION trading solutions as well as 3rd party OMS/EMS solutions. The engineer engages directly with clients and external vendors in a fast-paced environment, managing multiple requests from small daily tasks to larger multi-team projects.   Responsbilities To implement new application level connections between clients on the ION network to analyse, implement and certify new client services on the ION network using the FIX protocol To liaise with clients, third party vendors, and internal teams regarding FIX-based projects To offer 3rd line support to the ION Support department Participates in the team shift patterns and assists with weekend work and out of hours escalation when required   Required Skills, Experience...

The Role ION is seeking talented, enthusiastic and productive individuals to join the Americas Equities Implementation Services  department. This department is responsible for implementing, deploying and maintaining the Fidessa Equities sell-side trading platforms on a managed, Software as a Service (SaaS) basis. It also provides specialist consultancy services to our On-prem client base.  As a member of the Implementation Services, Platform Delivery team you would be responsible for the implementation and configuration of the trading platform software.  This includes building new customer systems, performing software upgrades, enabling new functionality and handling customer change and enhancement requests including the delivery of bespoke software solutions via a software delivery cycle. As the individual develops, client-facing opportunities may become available. This may include liaising  directly with ION's clients to understand their functional requirements or...

AlphaDesk is Refinitiv’s Order and Portfolio Management Software. AlphaDesk develops and supports the software for hedge funds and asset managers globally. We are a complementary team with good technical skills, and the quality of our software and client services is at the core of our business. AlphaDesk is central to the buy side investment workflow. Our clients use AlphaDesk to manage and handle the trading, monitoring, and reporting of their investments. Clients value our consultative approach and ability to deliver high-quality implementations. The Pre-Sales Manager works closely with the Business Development team members and Pre-Sales Specialists on new sales opportunities for our Order and Portfolio Management Software, AlphaDesk. You will provide in-person and/or remote software demonstrations to prospective clients, typically Hedge Funds and other Asset Managers. Additionally, you will be responsible for the pre-sales discovery process which involves capturing...

The role: You will help customers (premier financial institutions) realize their goals through our technology solutions, leading multi-month engagements from business analysis through to deployment, customer adoption, and customizations. This dynamic role combines both engagement management and hands-on engineering as you deploy innovative solutions to solve complex challenges. As part of our team of collaborative, talented Software Consultants, you will have freedom and self-direction to tackle a wealth of interesting challenges as we push the technological envelope and create transformative value for customers. Key responsibilities: Design, develop, and release sophisticated applications for mission-critical, high performance distributed trading systems Customize Barracuda FX configurable products to assemble solutions that achieve the client’s business objectives and put you at the forefront of our R&D efforts Be 100% responsible for successful solution...

The Role: You will help customers (premier financial institutions) realize their goals through our technology solutions, leading multi-month engagements from business analysis through deployment, customer adoption, and customizations. This dynamic role combines both engagement management and hands-on engineering as you deploy innovative solutions to solve complex challenges. As part of our team of collaborative, talented Software Consultants, you will have freedom and self-direction to tackle a wealth of interesting challenges as we push the technological envelope and create transformative value for customers. Key Responsibilities: Design, develop, and release sophisticated applications for mission-critical, high performance distributed trading systems Customize Barracuda FX configurable products to assemble solutions that achieve the client’s business objectives and put you at the forefront of our R&D efforts Be 100% responsible for successful solution...

At Xe we power international lives, helping people and businesses achieve their global ambitions. This is a key front-line role, that drives revenue and builds customer loyalty by delivering an excellent customer experience within Xe’s consumer business. Requirements Duties and Responsibilities: • Guide and account manage our HNW private customers from initial account opening and understanding of their requirements, through to deal execution and completing their money transfers • Nurture customer relationships to optimise repeat transactions, ensuring your pipeline and client base is managed efficiently • Monitor KPIs to optimise daily/monthly/quarterly/annual revenue targets and activity levels • Adhere to standard processes and regulatory requirements – ensuring your actions are in the customers best interests at all times • Be an active learner, pro-actively develop and grow your understanding of the currency market, and the payment services industry • Actively...

At Xe we power international lives, helping people and businesses achieve their global ambitions. This is a key front-line role, that drives revenue and builds customer loyalty by delivering an excellent customer experience within Xe’s consumer business. Requirements Duties and Responsibilities: • Guide and account manage our HNW private customers from initial account opening and understanding of their requirements, through to deal execution and completing their money transfers • Nurture customer relationships to optimise repeat transactions, ensuring your pipeline and client base is managed efficiently • Monitor KPIs to optimise daily/monthly/quarterly/annual revenue targets and activity levels • Adhere to standard processes and regulatory requirements – ensuring your actions are in the customers best interests at all times • Be an active learner, pro-actively develop and grow your understanding of the currency market, and the payment services industry • Actively...

Sales Trader – Canada (Chinese Speaker) Since launching in 1989, CMC Markets has become one of the world's leading online CFD providers, with over 30 million trades executed annually across Europe, Asia Pacific and North America. CMC Markets’ success is founded on its ability to deliver a wide range of trading products to customers, from single equities to indices, currencies and commodities. The role of the Sales Trader is to provide a continuous daily mix of exceptional business development, relationship management, as well as provide execution services and risk management to the most valuable clients of CMC. By achieving this high level of service the desired aim is to maximise Premium Client retention, along with growing and improving CMC’s business through a mix of client referrals and networking. CMC Markets Sales Trading desk boasts the lead position for premier services of its type in the Canadian CFD retail derivatives industry. ROLE AND...

BE PART OF A BANK LIKE NO OTHER. When you work with the world's most innovative companies, you know you're making a difference. Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work. They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business. Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive...

BE PART OF A BANK LIKE NO OTHER. When you work with the world's most innovative companies, you know you're making a difference. Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work. They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business. Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive...

BE PART OF A BANK LIKE NO OTHER. When you work with the world's most innovative companies, you know you're making a difference. Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work. They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business. Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive...

About Clear Street: Clear Street is building modern infrastructure for capital markets. Outdated technology makes markets difficult and expensive to access. We're fixing that. We started with prime brokerage, in an industry that has struggled to see any real innovation in decades. Our cloud-native, prime brokerage platform has redefined what it means to work with a prime broker - improving access, speed, and service to our clients. We want to continue that change across all capital markets. Today, we offer institutions, professional traders, and brokers everything they need to trade U.S. equities and options. In the future, our platform will give all types of investors access to every major product in every major market. Role: Director, Trade Supervision (Canada) - In this new role, the Director, Trade Supervision will supervise trade activity for Canadian clients and supervise Investment Representative registered to deal with Canadian clients.   This...

Department overview: Portfolio Valuations provides an independent, post-trade valuation service to buy-side institutions globally, covering vanilla and exotic OTC derivatives, cash instruments and structured notes across all asset classes. The service also offers clients the ability to receive an aggregated set of counterparty marks for their trades. Position summary: We are looking for a talented and enthusiastic individual with an interest in derivative pricing to be part of a team of analysts that support the daily valuation of portfolios of positions submitted by clients. Analysts work with clients during trials, implementation, production and challenge processing; they also oversee various data capture and review procedures in support of the global valuation business. Duties & accountabilities Enter a summary of the duties and responsibilities of the position here Organizing and running daily and monthly valuation processes for clients; this will require...