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Associate Account Manager

2 months 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 a key member of our team, you will play a critical 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 complex issues to drive continuous improvement.
  • Master business processes and industry practices to deliver exceptional results.
  • Establish and maintain 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, ETF Administration, and Custody for trade settlement and cash breaks.
  • Excellent customer service and administrative support skills.
  • Proficiency in Word and Excel, and ability to use collaboration tools.
  • Demonstrate a good sense of initiative and independence.
What We Offer

In addition to competitive compensation, you will be eligible for a wide range of benefits to promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.

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 value partnership, agility, and empowerment, and strive to create an inclusive and accessible workplace for all employees.