Associate Account Manager

1 day ago

Toronto, Canada National Bank Full time

*** Please note that candidates can be located in either Toronto or Montreal ***
As an Associate Account Manager at National Bank Trust Exchange-Traded Funds (ETF) Servicing, you will participate in the sector’s mission to principally offer trust services to individuals and provide specialized advice for affluent clients. For over 90 years, National Bank Trust has been recognized in the industry as a fiduciary partner to several generations of clients. We stand out for our savviness and professionalism, marked by impartiality and diplomacy.
Your job:
Support ETF Director by providing a very high level of customer service and performing numerous administrative tasks to respond to individual client requests.
Actively participate in business development by identifying business opportunities and supporting account managers in identifying and increasing client opportunity and growing profitability.
Open accounts and review various transactions for clients.
Provide superior customer service, in person, by telephone and by e-mail, for ETF clients.
Work closely with the Director to provide support on a daily basis in the management of customer accounts and in any follow-up business opportunities.
Perform various administrative tasks independently and resolve problematic situations with a goal for continuous improvement.
Master business processes and industry practices.
Establish and maintain effective communication with the various stakeholders involved.
Identify the risks inherent to the activities related to Custody, Fund Administration and ETF Servicing.
Your team:
Reporting to the Director of ETF Servicing, you will support the Director in their daily activities and the clients belonging to NB Trust ETF Servicing.
In your role, you will have to interact with the Bank's various partners and other external organizations across Canada. Being an Associate Account Manager at the Trust also means working in an environment that allows for individual growth. It means having the opportunity to learn and develop within a team that values customer satisfaction, teamwork and innovation. It will be through your independence, rigour, proactivity, and complicity that you will stand out.

Prerequisites:
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 a strong asset
Experience with dealing with Fund Accounting activities (NAV calculation and reconciliation breaks)
Experience with dealing with ETF Administration (Portfolio Composition File (PCF) and create/redeem orders)
Experience with dealing 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.

Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help 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
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're 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.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us

  • Associate Account Manager

    1 week ago

    Toronto, Ontario, Canada Smith+Nephew Full time

    Job Title: Associate Account ManagerAt Smith+Nephew, we're committed to creating the greatest good for society. As an Associate Account Manager, you'll play a vital role in helping us achieve this goal.About the RoleWe're seeking a highly motivated and results-driven individual to join our team as an Associate Account Manager. In this role, you'll be...

  • Associate Account Manager

    1 week ago

    Toronto, Ontario, Canada Smith+Nephew Full time

    Job Title: Associate Account ManagerAt Smith+Nephew, we're committed to creating the greatest good for society. As an Associate Account Manager, you'll play a vital role in helping us achieve this goal.About the RoleWe're seeking a highly motivated and results-driven individual to join our team as an Associate Account Manager. In this role, you'll be...

  • Associate Account Manager

    3 weeks ago

    Toronto, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Associate Account Manager to join our team at National Bank. As an Associate Account Manager, you will play a key role in providing exceptional customer service and administrative support to our clients.Key ResponsibilitiesSupport the ETF Director in providing high-level customer service and...

  • Associate Account Manager

    2 weeks ago

    Toronto, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Associate Account Manager to join our team at National Bank. As an Associate Account Manager, you will play a key role in providing exceptional customer service and administrative support to our clients.Key ResponsibilitiesSupport the ETF Director in providing high-level customer service and...

  • Associate Account Manager

    2 weeks ago

    Toronto, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Associate Account Manager to join our team at National Bank. As an Associate Account Manager, you will play a key role in providing exceptional customer service and administrative support to our clients.Key ResponsibilitiesSupport the ETF Director in providing high-level customer service and...

  • Associate Account Manager

    2 weeks ago

    Toronto, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Associate Account Manager to join our team at National Bank. As an Associate Account Manager, you will play a key role in providing exceptional customer service and administrative support to our clients.Key ResponsibilitiesSupport the ETF Director in providing high-level customer service and...

  • Associate Account Manager

    1 week ago

    Toronto, Ontario, Canada National Bank Full time

    {"title": "Associate Account Manager", "content": "Job SummaryAs an Associate Account Manager at National Bank, you will play a key role in providing exceptional customer service and administrative support to our clients. Your primary responsibility will be to support the Director of ETF Servicing in managing customer accounts and identifying business...

  • Associate Account Manager

    1 week ago

    Toronto, Ontario, Canada National Bank Full time

    {"title": "Associate Account Manager", "content": "Job SummaryAs an Associate Account Manager at National Bank, you will play a key role in providing exceptional customer service and administrative support to our clients. Your primary responsibility will be to support the Director of ETF Servicing in managing customer accounts and identifying business...

  • Associate Account Manager

    3 months ago

    Toronto, Canada Canadian Federation of Independent Business Full time

    We are looking for an Associate Account Manager in Toronto! Are you detailed oriented and a strong team player? Do you want to work for an organization that believes in people’s potential? If yes, this position is for you! At CFIB, your work supports small businesses in your community and across the country. You’ll have a hand in shaping the economy...

  • Associate Account Manager

    5 days ago

    Toronto, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and motivated Associate Account Manager to join our team at National Bank Trust Exchange-Traded Funds (ETF) Servicing. As a key member of our team, you will play a critical role in providing exceptional customer service and administrative support to our clients.Key ResponsibilitiesSupport the ETF Director in...

  • Associate Account Manager

    5 days ago

    Toronto, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and motivated Associate Account Manager to join our team at National Bank Trust Exchange-Traded Funds (ETF) Servicing. As a key member of our team, you will play a critical role in providing exceptional customer service and administrative support to our clients.Key ResponsibilitiesSupport the ETF Director in...

  • Associate Account Manager

    2 days ago

    Toronto, Ontario, Canada National Bank Full time

    About the RoleWe 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 ResponsibilitiesSupport the ETF Director in...

  • Associate Account Manager

    2 days ago

    Toronto, Ontario, Canada National Bank Full time

    About the RoleWe 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 ResponsibilitiesSupport the ETF Director in...

  • Associate Account Manager

    4 days ago

    Toronto, Ontario, Canada National Bank Full time

    Job Title: Associate Account ManagerJoin National Bank Trust 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:Support the ETF Director in providing exceptional customer service and performing administrative tasks to respond to individual client...

  • Associate Account Manager

    3 days ago

    Toronto, Ontario, Canada National Bank Full time

    Job Title: Associate Account ManagerJoin National Bank Trust 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:Support the ETF Director in providing exceptional customer service and performing administrative tasks to respond to individual client...

  • Associate Account Manager

    1 week ago

    Toronto, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and motivated Associate Account Manager to join our team at National Bank Trust Exchange-Traded Funds (ETF) Servicing. As a key member of our team, you will play a critical role in providing exceptional customer service and administrative support to our clients.Key ResponsibilitiesSupport the ETF Director in...

  • Associate Account Manager

    1 week ago

    Toronto, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and motivated Associate Account Manager to join our team at National Bank Trust Exchange-Traded Funds (ETF) Servicing. As a key member of our team, you will play a critical role in providing exceptional customer service and administrative support to our clients.Key ResponsibilitiesSupport the ETF Director in...

  • Associate Account Manager

    2 months ago

    Toronto, Canada National Bank Full time

    *** Please note that candidates can be located in either Toronto or Montreal *** As an Associate Account Manager at National Bank Trust Exchange-Traded Funds (ETF) Servicing, you will participate in the sector’s mission to principally offer trust services to individuals and provide specialized advi

  • Associate Account Manager

    2 months ago

    toronto, Canada National Bank Full time

    *** Please note that candidates can be located in either Toronto or Montreal ***As an Associate Account Manager at National Bank Trust Exchange-Traded Funds (ETF) Servicing, you will participate in the sector’s mission to principally offer trust services to individuals and provide specialized advice

  • Associate Account Manager

    3 days ago

    Toronto, Ontario, Canada Smith+Nephew Full time

    Job Title: Associate Account ManagerAt Smith+Nephew, we are committed to creating the greatest good for society. As an Associate Account Manager, you will play a critical role in driving business growth and delivering exceptional customer experiences.Key Responsibilities:Develop and execute sales strategies to achieve business targets and expand market...