Montreal, QC H3C 1A3 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. Understand the structure and procedures for mutual fund operations (back office operations). 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.



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. The Account Manager is part of a agile team known for its exceptional collaboration in an workplace that empowers you to excel. You'll have the opportunity to learn and grow within a team that values client satisfaction, performance, and innovation. 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. Canadian Securities Course (CSC) is a definite asset Knowledge of the regulatory aspects of the industry Strong oral and written communication skills in French and English #

📌 Short Term Portfolio Analyst H/F (Canada)
🏢 Infotree Global Solutions
📍 Canada