Apply on Kit Job: kitjob.ca/job/2fsc5s

North America Account Manager

Customer Success Team

Who are we?

If you know someone who runs their own stock portfolio, then there's a good chance that they use our insightful investing analysis to help make their decisions! We have been successfully supporting investment decisions through innovation since 1999. Our award-winning fintech products, trusted by 300 of the world’s leading brands and 100 million end users, combine Patented Software, Artificial Intelligence and Human Expertise.

With offices in Paris, London, Hong Kong, Shanghai, Cyprus, Ottawa; Sydney and Bucharest, we are truly a global team with an entrepreneurial startup company culture. Here at Trading Central, you get the chance to become familiar with the entire team and to see your projects through from concept to completion. We’re proud to create a friendly, social and intellectually challenging environment focused on building collaborative teams and personal career growth. We build personalized career paths for each employee and give you the tools, education, and opportunities to succeed.

Our work environment is fast paced and team oriented, encouraging creative problem solving, customer focus and a passion to advance your craft. We connect across our global offices every day to deliver on our mission to empower today’s investors with actionable, insightful analytics. This journey is filled with learning opportunities and challenges, which are balanced with an international friendly atmosphere. This position requires someone based in Canada or in US.

Who are you?

If you are pro‑active and you have a ‘can do’ attitude/ outstanding problem‑solving skills (seeing challenges not problems), thinking outside the box, and you are interested in financial services environment and financial markets you will likely be a good fit in our team.

Main requirements:

- + 5 years of experience with equity broker, bank or financial services vendor, such as newswires,



market data and independent research based in North America
- A post‑secondary education in a relevant field (Business, Financial degree or similar)
- Excellent communication and presentation skills, both written & verbal.
- You have a quick eye for detail (keen observational skills)
- A customer service profile with a strong commitment to providing value‑added services to demanding, high profile customers
- Passionate about building and maintaining customer relationships with decision makers
- Technical understanding would be a plus
- Business travel is required (monthly)
- Able to work within the company group’s requirements and regional team
- Good time management and excellent organizational and prioritising skills
- Fluent in English written and oral. A second language would be an asset
- Based in Ontario or Montreal, Canada or in US (preferably in the East Cost)
- Business travel in region is required

What will we do together?

You will join our Customer Success Team to handle incoming and outgoing communication from our clients in the NA region.

Your main responsibilities will be:

- Engaging proactively with our clients on a regular basis to improve the relationship and expand our network
- On‑board and support your clients throughout their client journey
- Managing product campaigns to provide new ideas and solutions to our clients
- Engage with customers providing confidence in our solutions and enhance continued customer loyalty
- Maintaining and updating client records in our CRM systems
- Assisting clients and escalating their queries to the relevant departments

Ready to apply?

We invite you to submit your resume including a cover letter detailing how your skills and experience align with the qualifications and responsibilities listed for this position.

We thank all applicants; however only those selected for an interview will be contacted. Trading Central is committed to creating an inclusive environment where all team members and clients feel like they belong.

#J-18808-Ljbffr

Apply on Kit Job: kitjob.ca/job/2fsc5s

📌 North America Account Manager (Ottawa)
🏢 TRADING CENTRAL
📍 Ottawa