Personal Banker

Job title: Account Manager

Duration: 06 Months with the possibility of extension

Location: Montreal , QC

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 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