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Job Details
Overview
About Us:
Peoples Group is a specialized Financial Institution with a rich history in the Canadian market, dedicated to delivering outstanding customer service supported by deep product expertise. Our core values emphasize Strength, Relationship Building, and Passionate Execution, ensuring that our team members feel valued and engaged in their work.
Work Environment:
We provide a flexible and hybrid working arrangement, allowing you to balance in-office and remote work. Standard working hours are Monday to Friday, with options for flexible start and end times.
Role Overview:
We are seeking a skilled Account Manager or fintech consultant who excels in recognizing and leveraging opportunities to foster value and cultivate robust client relationships. The ideal candidate is an organized self-starter with exceptional communication skills, capable of managing client expectations and adept at problem-solving. Your background in financial services or similarly regulated sectors will be instrumental in navigating risk and compliance while delivering exceptional customer experiences.
Key Responsibilities:
- Maintain regular communication with commercial clients, providing guidance on internal policies and resolving issues.
- Collaborate with internal teams to advocate for client interests.
- Engage with clients through various communication channels, including phone, video conferencing, and in-person meetings.
- Provide weekly updates to senior management regarding account activities.
- Present information effectively to all levels of management and clients.
- Manage client expectations professionally, ensuring prompt and efficient resolution of their concerns.
- Escalate critical issues as necessary for resolution.
- Become the subject matter expert on assigned clients' operations and activities.
- Support clients' business objectives by offering strategic insights into their programs.
- Negotiate and manage agreements, including pricing, for all assigned clients.
- Identify growth opportunities within client portfolios and propose new products and services to enhance their performance.
Compensation:
Peoples Group offers a competitive annual salary, complemented by a discretionary profit-sharing opportunity. The salary range for this position is between $65,000 and $80,000 annually, depending on the candidate's qualifications and experience.
Application Process:
We appreciate your interest in this position; however, only candidates under consideration will be contacted. Peoples Group is committed to equal employment opportunities.
Qualifications:
Skills:
Experience:
Licenses & Certifications:
