Associate Account Manager

4 weeks ago

Toronto, Ontario, Canada National Bank Full time
Job Title: Associate Account Manager

Join National Bank as an Associate Account Manager and be part of a team that offers trust services to individuals and provides specialized advice for affluent clients.

About the Role:

We are seeking a highly skilled and motivated individual to support our ETF Director in providing exceptional customer service and performing various administrative tasks. As an Associate Account Manager, you will be responsible for:

  • Providing high-level customer service and responding to individual client requests
  • Actively participating in business development by identifying business opportunities and supporting account managers
  • Opening accounts and reviewing transactions for clients
  • Providing superior customer service via phone, email, and in-person
  • Working closely with the Director to manage customer accounts and follow-up business opportunities
  • Performing administrative tasks independently and resolving problematic situations
  • Mastery of business processes and industry practices
  • Establishing effective communication with stakeholders
  • Identifying risks inherent to Custody, Fund Administration, and ETF Servicing
About the Team:

You will be reporting to the Director of ETF Servicing and will support the Director in their daily activities and client relationships. As an Associate Account Manager, you will interact with various partners and external organizations across Canada.

Requirements:

To be successful in this role, you will need:

  • 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
  • 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 the ability to use collaboration tools (Viva Engage, Teams)
  • Demonstrate a good sense of initiative and an appropriate level of independence
What We Offer:

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include:

  • Health and wellness program
  • 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:

National Bank is 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 want to offer an accessible, barrier-free workplace to all employees and welcome all candidates who share our values.

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