Job title: Account Manager
Duration: 06 Months with the possibility of extension
Location: Toronto, Ontario, CAN, M5X1J9
Job Description:
The role of Account Manager plays a vital part in ensuring we deliver the highest quality of customer service to our clients.
The Account Manager role is a member of our Service Delivery Team providing day to day service to a number of independent
Portfolio Managers and Introducing Brokers. The Service Delivery team act as a liaison between the client and the various
support areas within.
Responsibilities & Accountabilities:
- Possess knowledge of the structure, procedures and systems utilized within and support areas
- Build and maintain strong relationships with clients through the coordination of efforts with various internal departments
- and divisions within and
- 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; respond to all inquiries within SLA; and recommend
- improvements in policies with the ultimate goal of continually improving our service delivery
- Adhere to professional email/phone standards and etiquette; fully adopt and utilize Salesforce Service Cloud for tracking
- of client inquiries and escalations
- Act as a liaison with the various operational areas within to ensure tasks are completed in a proactive and timely
- manner
- Conduct regular meetings with clients and document ongoing service and operational issues with respect to the client and
- NBIN; investigate take-aways, follow-up and provide timely resolutions
- Provide clients with guidance and education 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 at client meetings and business functions
Education & Accreditations:
- University degree with a minimum of two years in a wealth management service role
- Canadian Securities Course (CSC) is required; Conduct and Practices Handbook (CPH) is a definite asset
- Other Qualifications, Skills & Experience:
- Knowledge of the regulatory and legal aspects of the industry
- Knowledge with Microsoft Office
- Self-starter with the ability to work independently and also within a team environment
- Highly motivated and enthusiastic individual who demonstrates a can do attitude with the ability to work in a high
- volume, fast paced environment
- Strong interpersonal, verbal and written communication skills
