Business Development Representative for Service Delivery

2 weeks ago

Montreal, Quebec, Canada National Bank Full time

A successful Business Development Representative in our Service Delivery team at National Bank excels at building strong partnerships with clients. In this role, you will optimize processes, undertake varied activities, and provide support to portfolio managers.

National Bank Independent Network (NBIN) is a leading choice for portfolio managers, serving as a broker for introducing brokers seeking administrative brokerage support. NBIN provides trading and custody services to PMs and acts as a broker for IBs registered with IIROC across Canada.

Your Key Responsibilities:

  • Understand the structure, procedures, and systems used by NBIN and its support sectors.
  • Establish and maintain strong client relationships by coordinating efforts with various internal services and divisions of NBIN and National Bank.
  • Ensure a high level of customer service is maintained with clients by keeping them informed of all new developments, products, and services related to their business needs.
  • Ensure prompt and complete resolution of all client issues and recommend improvements to policies and procedures to continually enhance our service delivery.
  • Act as a liaison with various operational sectors of NBIN to ensure tasks are carried out proactively and in a timely manner.
  • Organize regular meetings with clients, document ongoing operational and service issues regarding the client and NBIN, investigate, track, and resolve.
  • Provide clients with advice on NBIN policies, procedures, and training that directly impact their firm.
  • Provide process improvement recommendations that will enhance the overall business relationship with clients.
  • Professionally represent NBIN at client meetings and professional events.

Our Ideal Candidate:

  • University degree with at least two years of experience in a brokerage or service role
  • Canadian Securities Course (CSC) is a definite asset.
  • Knowledge of regulatory aspects of the industry.
  • Proficiency in Microsoft Office.
  • Autonomous and able to work independently and in a team.
  • Highly motivated and enthusiastic individual with a positive attitude, capable of working in a high-volume, fast-paced environment.
  • Strong interpersonal skills.
  • Strong oral and written communication skills.

What We Offer:

We offer a competitive salary range of $70,000 - $90,000 per year, based on experience, plus a comprehensive benefits package, including 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, and virtual sleep clinic.

We are committed to creating an inclusive workplace where everyone feels valued and respected. We welcome applications from diverse candidates and are committed to accommodating individuals with disabilities. If you require accommodation during the recruitment process, please let us know.

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