Associate Account Manager

1 month ago

Toronto, 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, 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

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. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

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