Description:

MUST HAVE: 2+ years experience Financial Services/Banking experience

Work from home: For now 100% (will be required to come back to the office)

Language: English

Hours per week: 37.5hr/week

Job Description

Would you like to be part of a dynamic team at National Bank Independent Network?

Are you passionate about delivering a superior customer experience?

Are you constantly looking for ways to improve processes?

This bank is the leading choice of Introducing Brokers and Portfolio Managers looking for brokerage administration support. This bank provides trading and custodial services to Portfolio Managers (PM), and is a Carrying Broker to IIROC registered Introducing Brokers (IB)across Canada. Creating strong partnerships with our clients is paramount to our success.

The role of an Account manager plays a vital part in ensuring we deliver the highest quality of customer service to our clients. The Account manager is a member of our Service Delivery Team providing day to day service to a number of independent Portfolio Managers and Introducing Brokers.

Your ability to adapt, your organizational skills, your proactivity, your capacity to be resourceful and to provide an exceptional customer experience as well as your complicity will make you stand out.

Job Description/Accountabilities:

Possess knowledge of the structure, procedures and systems utilized within NBIN and support areas

Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within NBIN and National Bank

Ensure that a high level of customer service is maintained with our clients by keeping them informed of any new developments, products, and all available services as they relate to their business needs

Ensure prompt and thorough resolution of all client issues and recommend improvements in policies and procedures with the ultimate goal of continually improving our service delivery

Act as a liaison with the various operational areas within NBIN to ensure tasks are completed in a proactive and timely manner

Conduct regular meetings with clients and document ongoing service and operational issues with respect to the client and the bank, investigate, follow and resolve

Provide clients with guidance on this banks policies, procedures and training that directly impact their business

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

Represent the bank professionally at client meetings/business functions.

Education/Accreditations:

University degree with a minimum of two years in a brokerage/service role Canadian Securities Course (CSC) is a definite asset.

À propos d'Aston Carter:

Veuillez noter : Des fraudeurs essaient de se faire passer pour des employés d'Aston Carter. Nous n'utiliserons jamais des services gratuits comme Gmail, Telegram ou WhatsApp pour communiquer avec vous et nouse ne vous demanderons jamais d'argent.

Aston Carter, une division d'Aerotek, est un fournisseur d'envergure mondiale de services de recrutement et de dotation de personnel pour les sociétés à la recherche de professionnels du milieu des affaires hautement spécialisés. Aerotek est une société en exploitation d'Allegis Group, un fournisseur multinational de solutions en matière de talent. Aston Carter s'engage fermement à offrir un service de premier ordre aux clients et aux professionnels du milieu des affaires dans un vaste éventail de disciplines, notamment la comptabilité, la finance, la gouvernance ainsi que la gestion du risque et de la conformité. Avec plus de 60 bureaux en Europe, Asie et Amérique du Nord, Aston Carter offre une expertise locale, régionale et mondiale pour répondre aux besoins uniques de ses clients. Reconnu "best of staffing" par nos clients et le talent que nous recrutons, Aston Carter s'engage à livrer un service hors pair a tous nos partenaires d'affaire.

About Aston Carter:

Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.

Aston Carter is a distinguished global provider of recruitment and staffing services to companies requiring highly specialized business professionals. As a Best of Staffing® Client and Talent leader, Aston Carter has an unrivaled commitment to delivering first class service to clients and business professionals across a variety of disciplines, including Accounting and Finance as well as Governance, Risk and Compliance. With more than 60 offices across Europe, Asia Pacific and North America, Aston Carter provides local, regional and global expertise to drive value and meet our customers' unique needs. Aston Carter is a division of Aerotek. Aerotek is an operating company of Allegis Group, a global talent solutions provider.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.