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Associate Account Manager

2 months ago

Toronto, Ontario, Canada National Bank Full time
Job Title: Associate Account Manager

Join National Bank Trust as an Associate Account Manager and be part of a team that offers trust services to individuals and provides specialized advice for affluent clients.

About the Role:

As an Associate Account Manager, you will support the ETF Director by providing exceptional customer service and performing various administrative tasks to respond to individual client requests.

  • Support the ETF Director in providing high-level customer service and performing administrative tasks.
  • Participate in business development by identifying business opportunities and supporting account managers in identifying and increasing client opportunities and growing profitability.
  • Open accounts and review various transactions for clients.
  • Provide superior customer service to ETF clients.
  • Work closely with the Director to provide support on a daily basis in the management of customer accounts and in any follow-up business opportunities.
  • Perform various administrative tasks independently and resolve problematic situations with a goal for continuous improvement.
  • Master business processes and industry practices.
  • Establish and maintain effective communication with various stakeholders involved.
  • Identify the risks inherent to the activities related to Custody, Fund Administration, and ETF Servicing.
About the Team:

You will be part of a dynamic team that values customer satisfaction, teamwork, and innovation. As an Associate Account Manager, you will have the opportunity to learn and develop within a team that is passionate about delivering exceptional service.

Requirements:
  • Bachelor's degree in a related field and four years of relevant experience OR Master's degree in a related field and two years of relevant experience.
  • Work experience and/or knowledge of Mutual Fund and ETF services a strong asset.
  • Experience with dealing with Fund Accounting activities (NAV calculation and reconciliation breaks).
  • Experience with dealing with ETF Administration (Portfolio Composition File (PCF) and create/redeem orders).
  • Experience with dealing with Custody for trade settlement and cash breaks.
  • Experience in customer service and administrative support.
  • Proficiency in Word and Excel and the ability to use collaboration tools (Viva Engage, Teams).
  • Demonstrate a good sense of initiative and an appropriate level of independence.
What We Offer:

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

  • Health and wellness program, including many options.
  • Flexible group insurance.
  • Generous pension plan.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Opportunities to get involved in community initiatives.
  • Telemedicine service.
  • Virtual sleep clinic.
About Us:

National Bank Trust is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.

We want to offer an accessible, barrier-free workplace to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us.

We welcome all candidates who share our values and are passionate about delivering exceptional service.