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Infotree Global Solutions

Investment Banking Specialist

  • Montreal, QC, Canada

Contract

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Job details

Job type
Contract
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Posting language
English
Posted

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
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More about this job

Responsibilities

Build and maintain client relationships, keep clients informed about relevant developments and services, and provide guidance on policies, procedures, and training. Resolve client issues promptly, coordinate with internal operational teams, and recommend process improvements to enhance service delivery and client relationships.

Requirements

Requires a university degree and at least two years of experience in a brokerage or service role; bilingual English and French is mandatory. Knowledge of industry regulations and legal requirements, familiarity with Microsoft Office, strong communication and interpersonal skills, and the ability to work independently and in a fast-paced team environment are required; the Canadian Securities Course is an asset.

Skills

  • Customer Service
  • Issue Resolution
  • Process Improvement
  • Cross-Functional Coordination
  • Client Guidance
  • Regulatory Knowledge
  • Knowledge of Legal Requirements
  • Microsoft Office
  • Independent Work
  • Teamwork
  • Interpersonal Skills
  • Verbal Communication
  • Written Communication
  • Bilingual English and French

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Customer Service & Support
  • Sales

Keywords

  • Account Management
  • Investment Banking
  • Banking
  • Financial Services
  • Brokerage
  • Customer Service
  • Canadian Securities Course
  • Regulatory Compliance
  • Legal Requirements
  • Microsoft Office
  • Issue Resolution
  • Process Improvement
  • Operational Coordination
  • Client Training
  • Bilingual English and French

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