Investment Specialist

Job Description:

Job title: Account Manager (Mid Office) Mutual Funds Specialist

Location: Montréal, QC H3C 1A3 (Hybrid role)

Duration: 6 Months

Hybrid role: 4 days per week in the office

Should be Fluent in French.

Canadian Securities Course (CSC) is required.

Your role:

• Understand the structure and procedures for mutual fund operations (back office operations).

• Establish and maintain strong client relationships by coordinating efforts with various internal departments and divisions of Bank.

• Ensure a high level of client service by keeping our clients informed of all new developments, products, and services relevant to their business needs.

• 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.

• Act as a liaison with various BNRI operational areas to ensure tasks are completed proactively and in a timely manner.

• Provide clients with guidance on BNRI policies, procedures, and training that directly impact their firm.

• Provide process improvement recommendations that will enhance the overall business relationship with clients.

Requirements:

• University degree with at least two years of experience in a brokerage or service role

• Canadian Securities Course (CSC) is required.

• Knowledge of the regulatory aspects of the industry

• Demonstrated expertise in mutual fund operations

• Self-motivated and able to work independently and as part of a team

• Highly motivated and enthusiastic individual with a positive attitude who can thrive in a fast-paced, high-volume environment

• Strong interpersonal skills

• Strong oral and written communication skills in French and English