Account Specialist

10 hours ago

Montreal, Quebec, Canada Infotree Global Solutions Full time

Job Title: Account Specialist (Mid office)

Duration: 6 Months

Location: Montréal, QC H3C 1A3

Job Description:

The top choice for portfolio managers (PMs), serving as a broker for introducing brokers (IBs) seeking administrative brokerage support. provides trading and custody services to PMs and acts as a broker for IBs registered with IIROC across Canada. Building strong partnerships with our clients is crucial to our success.

Your Role:


• Understand the structure and procedures of the Mutual funds operations and/or registered plans (RRSP, RESP, TFSA etc.)


• Establish and maintain strong client relationships by coordinating efforts with various internal services and divisions


• 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 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, investigate, track, and resolve.


• Provide clients with advice on policies, procedures, and training that directly impact their firm.


• Provide process improvement recommendations that will enhance the overall business relationship with clients.


• Professionally represent at client meetings and professional events.

Your Team:

The Account Manager is part of a dynamic team known for exceptional collaboration in an environment that fosters personal growth. You will have the opportunity to learn and develop within a team that values customer satisfaction, performance, and innovation.

Prerequisites:


• University degree with at least two years of experience in a brokerage or service role


• Knowledge of regulatory and operational aspects of the industry.


• Experience with registered plans (RESP, RRSP, RDSP etc)


• 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

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