Financial Analyst
- Montreal, QC, Canada
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Job details
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- Contract
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- English
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Original job description
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 strong 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
More about this job
Responsibilities
Build and maintain client relationships, provide guidance on relevant policies and services, and coordinate with internal teams to deliver timely, high-quality service. Resolve client issues, keep clients informed, and recommend process and policy improvements to strengthen service delivery and business relationships.
Requirements
A university degree and at least two years of experience in a brokerage or service role are required; the Canadian Securities Course is an asset. Candidates should understand industry regulatory and legal requirements, be familiar with Microsoft Office, and demonstrate strong communication and interpersonal skills, initiative, and the ability to work independently and in a fast-paced team environment; English-French bilingualism is mandatory.
Skills
- Customer Service
- Issue Resolution
- Process Improvement
- Cross-Functional Coordination
- Client Guidance
- Knowledge of Regulatory and Legal Requirements
- Microsoft Office
- Independent Work
- Teamwork
- Interpersonal Communication
- Verbal Communication
- Written Communication
- Bilingual English and French
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Finance & Accounting
- Management & Leadership
Keywords
- Account Management
- Client Relationships
- Customer Service
- Brokerage
- Financial Services
- Banking
- Investment Banking
- Canadian Securities Course
- Regulatory Requirements
- Legal Requirements
- Microsoft Office
- Process Improvement
- Policy and Procedure
- Issue Resolution
- Cross-Functional Coordination
- Client Training
- English-French Bilingualism