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 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 quick‑paced, high‑volume environment
Strong interpersonal skills
Strong oral and written communication skills in French and English
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📌 Financial Advisor (Quebec City)
🏢 Infotree Global Solutions
📍 Quebec City
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