Bilingualism: French and English required A career as an Account Manager, Service Delivery at , is a job where your ability to work in synergy with your colleagues and partners is valued. In this role, you optimize processes, perform a variety of activities, and provide support to portfolio managers.
Independent Network is the first choice for portfolio managers (PMs) and is an account manager for referring brokers (RBs) seeking brokerage administration support.
provides trading and custody services to PMs and is an account manager for IRBs registered with the Canadian Investment Trust (CIT) across Canada.
Building strong partnerships with our clients is essential to our success.
Your role:
- Understand the structure and procedures for mutual fund operations (back office operations).
- Establish and maintain strong client relationships by coordinating efforts with various internal departments and divisions at
- Ensure a high level of client service by keeping our clients informed of all new developments, products, and services relevant to their business needs.
- Ensure the prompt and complete resolution of all client issues and recommend improvements to policies and procedures with the ultimate goal of continuously improving our service delivery.
- Act as a liaison with various operational areas to ensure tasks are completed proactively and in a timely manner.
- Provide clients with guidance on policies, procedures, and training that directly impact their firm.
- Provide process improvement recommendations that will enhance the overall business relationship with clients.
Your Team:
The Account Manager is part of a dynamic team known for its exceptional collaboration in an environment that empowers you to excel. You'll have the opportunity to learn and grow within a team that values client satisfaction, performance, and innovation.
We aim to offer you maximum flexibility in your work to promote a healthy work-life balance. This includes hybrid work arrangements (in the office and remotely), flexible work schedules to balance professional and personal life, and time off at key moments.
Requirements:
- 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 the regulatory aspects of the industry
- Demonstrated expertise in mutual fund operations
- Self-motivated and able to work independently and as part of a team
- Highly motivated and enthusiastic individual with a positive attitude who can thrive in a fast-paced, high-volume environment
- Solid interpersonal skills
- Strong oral and written communication skills in French and English
📌 Investment Banking Specialist (Montreal)
🏢 Infotree Global Solutions
📍 Montreal
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