Client Relations

7 months ago

Montréal, Canada Nymbus Capital Full time

**About Nymbus Capital**

Nymbus is a trailblazing financial services firm combining data analysis, innovation, and capital markets expertise. We manage portfolios for institutional and ultra-high-net-worth investors, tackling challenges in investment management with cutting-edge technology.

Our investors, directly or indirectly, include retirement funds, educational endowments, governmental institutions, corporations, and people who have entrusted us with their life savings. We admire what they do, and we’re proud to work with these organizations and individuals.

**Description**

**You will take on the following responsibilities**:
Client Service and Relationship Management:

- Assist advisory teams in managing high-value accounts, ensuring seamless account operations.
- Act as a trusted advisor, resolving client concerns and providing insights on firm policies and solutions.
- Maintain and enhance client databases, upholding data precision and privacy.
- Deliver exceptional client service, maintaining professionalism at all times.
- Respond promptly to client inquiries, providing clear and confident communication.
- Prepare and present detailed reports tailored to clients’ unique investment needs.

Operations and Office Management:

- Oversee daily operations with precision, including procurement and mail.
- Ensure top-tier hospitality and maintain high office standards for visitors and clients.
- Manage client communications effectively, focusing on portfolio management and compliance.
- Analyze and verify financial reports for accuracy in performance and valuation.
- Coordinate confidential client fund transfers with meticulous attention.
- Provide administrative oversight for account activities, prioritizing timeliness and accuracy.

Process Innovation and Compliance:

- Perform daily account and client verifications in coordination with securities custodians.
- Champion administrative process improvements, aligning with regulatory frameworks.
- Lead and organize client-focused tasks, managing follow-ups with diligence.
- Uphold a thorough understanding of regulatory requirements for high net worth and institutional clients, ensuring compliance.

**You should possess some of the following qualifications**:
Academic and Professional Qualifications
- Bachelor’s degree, preferably in finance, economics, or a related field.
- Completion of the Canadian Securities Course from CSI.
- Significant experience in the investment management field, demonstrating a deep understanding of financial markets and investment instruments.

Technical Skills
Excellent proficiency in Microsoft Office tools, especially advanced functions in Excel, as well as proficiency in Word and PowerPoint.
- Strong analytical skills, with the ability to interpret complex financial data and produce relevant analyses.

Personal and Interpersonal Skills
- Autonomous and dynamic, with a keen sense of organization and meticulous attention to detail.
- Team player with the ability to establish excellent interpersonal relationships, demonstrating attentive listening and effective communication.
- Flexibility and adaptability in the face of change, capable of navigating a rapidly evolving environment.
- Ability to effectively manage time and meet tight deadlines while maintaining high performance.

Additional Qualifications
- Bilingualism in both oral and written French and English, able to communicate clearly and professionally in both languages.
- Knowledge or experience in compliance with financial regulations and process improvement would be an asset.
- Openness to continuous learning and professional skill enhancement.

**What Nymbus offers**:

- Competitive compensation tailed for entrepreneurial mindsets.
- A high-performance, collaborative team environment.
- Opportunities for professional development within a growing organization.
- A dynamic and friendly work environment.
- Medical and dental insurance for employees and dependents, life & disability insurance.
- Offices located in the center of the financial district mean neighbouring shops, restaurants, public transit, gyms, etc.
- Hybrid work: We all have families and obligations; we facilitate the conciliation of office/remote work.

**Our culture**:
At Nymbus, we pride ourselves on cultivating a workplace where:

- **Innovation Drives Us**: We are relentless in our pursuit of fresh ideas and groundbreaking solutions. We encourage out-of-the-box thinking and celebrate creativity.
- **Collaboration is Key**: Our teams are built on mutual respect, open dialogue, and collaborative spirits. We believe that by working together, we can achieve greater outcomes.
- **Continuous Learning**: We are committed to the professional growth and development of our team. Whether it's attending industry conferences, internal training, or informal knowledge-sharing sessions, we strive to stay at the forefront of the tech and finance worlds.
- **Agility and Adaptability**: In a rapidly changing in

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