- 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
- 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 skilled 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
- Strong interpersonal skills
- Strong oral and written communication skills in French and English
📌 Financial Advisor (Montreal)
🏢 Infotree Global Solutions
📍 Montreal
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