Job Title: Account Manager

Duration: 12 Months

Location: Montreal, QC H3C 1A3

Job Description:

Description:

Bilingualism (EN/FR): mandatory

Description:

Main Responsibilities:

- Build and maintain solid relationships with clients through the coordination of efforts with various internal departments and divisions within
- Ensure that a high level of customer service is maintained with our clients by keeping them informed of any new developments, products, and all available services as they relate to their business needs.
- Ensure prompt and thorough resolution of all client issues and recommend improvements in policies and procedures with the ultimate goal of continually improving our service delivery.
- Act as a liaison with the various operational areas within to ensure tasks are completed in a proactive and timely manner
- Provide clients with guidance on policies, procedures and training that directly impact their business




- Provide process improvement recommendations that will enhance the overall business relationship with clients
- Represent professionally in all internal activities

Qualifications:

- University degree with a minimum of two years in a brokerage/service role
- Canadian Securities Course (CSC) is considered an asset
- Knowledge of the regulatory and legal aspects of the industry
- Familiarity with Microsoft Office
- Self-starter with the ability to work independently and also within a team environment
- Highly motivated and enthusiastic individual who demonstrates can do attitude with the ability to work in a high volume, fast paced environment
- Strong interpersonal skills
- Strong verbal and written communication skills

📌 Personal Banker (Montreal)
🏢 Infotree Global Solutions
📍 Montreal