Associate Account Manager

2 days ago


Toronto, Ontario, Canada National Bank Full time
About the Role

We are seeking a highly skilled and motivated Associate Account Manager to join our team at National Bank Trust Exchange-Traded Funds (ETF) Servicing. As an Associate Account Manager, you will play a key role in providing exceptional customer service and administrative support to our clients.

Key Responsibilities
  • Support the ETF Director in providing high-level customer service and performing various administrative tasks to respond to client requests.
  • Participate in business development by identifying opportunities and supporting account managers in growing client relationships and increasing profitability.
  • Open accounts, review transactions, and provide superior customer service to ETF clients.
  • Work closely with the Director to manage customer accounts and follow up on business opportunities.
  • Perform administrative tasks independently and resolve issues to drive continuous improvement.
  • Master business processes and industry practices.
  • Establish effective communication with stakeholders.
  • Identify risks associated with Custody, Fund Administration, and ETF Servicing.
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 is a strong asset.
  • Experience with Fund Accounting activities, NAV calculation, and reconciliation breaks.
  • Experience with ETF Administration, Portfolio Composition File (PCF), and create/redeem orders.
  • Experience with Custody for trade settlement and cash breaks.
  • Experience in customer service and administrative support.
  • Proficiency in Word and Excel and ability to use collaboration tools.
  • Demonstrate a good sense of initiative and independence.
What We Offer
  • Competitive compensation and a wide range of flexible benefits to promote your wellbeing and that of your family.
  • Health and wellness program, flexible group insurance, generous pension plan, and Employee Share Ownership Plan.
  • Employee and Family Assistance Program, preferential banking services, and opportunities to get involved in community initiatives.
  • Telemedicine service and virtual sleep clinic.
About Us

We are 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. We offer a barrier-free workplace that is accessible 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 can bring their skills and experience to our team.



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