Account Manager

2 weeks ago

Calgary, Canada Kelly Services (Canada), Ltd. Full time

Kelly has partnered with our client in the banking industry to recruit for an Account Manager contractor in Calgary.


Job ID: 6216

Job Title: Account Manager

Duration: May 28/24 to Jan. 31/25

Hours: Mon-Fri 37.5 hours

Pay Rate: $28

Location: Hybrid work model: Consultant needs to come to the office 4 times per week – Calgary, Alberta CAN T2P4M9


Creating strong partnerships with our clients is paramount to our success. The role of Account Manager plays a vital part in ensuring we deliver the highest quality of customer service to our clients. The role is a member of our Service Delivery Team providing day to day service to a number of independent Portfolio Managers and Introducing Brokers. The Service Delivery team act as a liaison between the client and the various support areas.


Job Description/Accountabilities :

• Possess knowledge of the structure, procedures and systems utilized and support areas

• Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions.

• Ensure that a high level of customer service is maintained with our clients by keeping them informed of any new developments, products, and all available services as they relate to their business needs

• Ensure prompt and thorough resolution of all client issues and recommend improvements in policies and procedures with the ultimate goal of continually improving our service delivery

• Act as a liaison with the various operational areas to ensure tasks are completed in a proactive and timely manner

• Conduct regular meetings with clients and document ongoing service and operational issues with respect to the client, investigate, follow and resolve

• Provide clients with guidance on policies, procedures and training that directly impact their business

• Provide process improvement recommendations that will enhance the overall business relationship with clients

• Represent professionally at client meetings/business functions.


Must have:

• University degree with a minimum of two years in a brokerage/service role

• Knowledge of the regulatory and legal aspects of the finance/brokerage industry

• Knowledge with Microsoft Office

• Self-starter with the ability to work independently and also within a team environment

• Highly motivated and enthusiastic individual who demonstrates can do attitude with the ability to work in a high volume, fast paced environment

• Strong interpersonal skills

• Strong verbal and written communication skills


Nice to have:

•Canadian Securities Course (CSC)is required Conduct and Practices Handbook (CPH) a definite asset

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