Account Manager Coordinator

3 weeks ago


Toronto, Canada Infotree Global Solutions Full time

Job Title: Account Manager Coordinator

We are seeking a highly motivated and organized Account Manager Coordinator to join our Mid-Office Service Team at Infotree Global Solutions.

Company Overview:

Infotree Global Solutions is the pre-eminent choice of Introducing Brokers and Portfolio Managers looking for brokerage administration support. We provide trading and custodial services to Portfolio Managers (PM), and are a Carrying Broker to IIROC registered Introducing Brokers (IB) across Canada.

Salary:$60,000 - $80,000 per year

Job Description:

The Account Manager Coordinator plays a vital part in ensuring we deliver the highest quality of customer service to our clients. The role acts as a liaison between the client and various support areas within the organization.

Responsibilities:

  • Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions
  • Ensure that a high level of customer service is maintained with our clients by keeping them informed of any new developments, products, and all available services as they relate to their business needs
  • Ensure prompt and thorough resolution of all client issues and recommend improvements in policies and procedures with the ultimate goal of continually improving our service delivery
  • Review and approve administrative items such as deregistrations, bank transfers, foreign exchanges, and internal account transfers on a daily basis
  • Act as a liaison with various operational areas within to ensure tasks are completed in a proactive and timely manner
  • Coordinate regular meetings with clients and document ongoing service and operational issues with respect to the client
  • Provide clients with guidance on policies, procedures, and training that directly impact their business
  • Represent professionally at client meetings/business functions

Required Skills and Qualifications:

  • University degree with a minimum of two years in a brokerage/service role
  • Canadian Securities Course (CSC) is mandatory
  • Conduct and Practices Handbook (CPH) is an asset
  • Possess knowledge of the structure, procedures, and systems utilized within and Support Areas
  • Knowledge of regulatory and legal aspects of the industry
  • Familiarity with Microsoft Office

Benefits:

We offer a competitive salary and benefits package, including medical and dental coverage, 401(k) matching, and paid time off.

Location:Toronto, Ontario (Hybrid)

Language:English (en)


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