Duration: 6 MonthsLocation: Montreal, QC H3C 1A3Job DescriptionYour roleUnderstand the structure and procedures for mutual fund operations (back office operations).Establish and maintain robust client relationships by coordinating efforts with various internal departments and divisionsEnsure 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 TeamThe 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.RequirementsUniversity degree with at least two years of experience in a brokerage or service roleCanadian Securities Course (CSC) is a definite assetKnowledge of the regulatory aspects of the industryDemonstrated expertise in mutual fund operationsSelf‐motivated and able to work independently and as part of a teamHighly motivated and enthusiastic individual with a positive attitude who can thrive in a fast‐paced, high‐volume environmentStrong interpersonal skillsStrong oral and written communication skills in French and English

📌 Financial Advisor (Montreal)
🏢 Infotree Global Solutions
📍 Montreal