Client Support Team Lead

National Bank; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A major financial institution in Toronto is looking for a Client Support Team Lead to effectively manage a team of Account Managers. Your role involves ensuring high-quality customer service and operational efficiency within the Wealth Management Division. The ideal candidate will have a relevant degree and significant experience in the securities brokerage industry. A strong focus on process optimization and team collaboration is essential. Enjoy competitive benefits including wellness programs and a pension plan.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Telemedicine service

Virtual sleep clinic

Qualifications

• 5 years relevant experience or equivalent education and experience.
• Experience in the securities brokerage/service industry.
• Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) are assets.

Responsibilities

• Support and lead a team of Account Managers.
• Oversee operations to achieve quality objectives.
• Identify and resolve operational issues.

Skills

Planning and organizing

Knowledge of securities brokerage

Process optimization

Ability to manage multiple priorities

Education

Bachelor's degree in a related field

Master’s degree in a related field

University certificate with 7 years of experience

Job description

Overview

National Bank Independent Network (NBIN) is the leading choice of Introducing Brokers and Portfolio Managers looking for brokerage administration support. NBIN provides trading and custodial services to Portfolio Managers (PM) and is a Carrying Broker to CIRO registered Introducing Brokers (IB) across Canada. A career as a Client Support Team Lead means you will play a vital part in ensuring we deliver the highest quality of customer service to our clients.

Your role

• Support and work alongside the Senior Manager to lead a team of approximately 10 Account Managers responsible for supporting our independent Portfolio Manager firms
• Act as the first point of escalation for Account Managers
• Oversee operations to achieve productivity and service quality objectives while ensuring compliance with policies, standards, and procedures
• Identify and promptly resolve operational issues, make recommendations, and propose solutions for continuous improvement of processes, systems, and client satisfaction
• Participate in product development and act as a champion for all new applications with internal partners and clients
• Provide Account Managers with guidance on NBIN's policies, procedures, and training that directly impact our business
• Monitor support activities and implement controls to maximize operational efficiency and quality while contributing to their evolution
• Conduct various analyses, research, and strategic projects with a significant impact on team effectiveness
• Manage the Service Delivery team’s documentation and maintain a calendar of training sessions, communications, and events

Your team

You will be part of a team of specialists within the Wealth Management Division of National Bank, operating under NBIN umbrella, and you will report to the Senior Manager, Service Delivery. The Service Delivery team operates within a B2B model and provides day-to-day service to independent Portfolio Managers and Introducing Brokers and acts as a liaison between clients and NBIN’s various support teams.

We prioritize a variety of continuous learning methods to enhance your development, including on-the-job learning, training content made available to you, and collaboration with colleagues from diverse areas of expertise and backgrounds.

Prerequisites

• Bachelor's degree in a related field and 5 years of relevant experience, or a Master’s degree in a related field with 3 years of relevant experience, OR a university certificate with 7 years of relevant experience.
• Solid knowledge of the securities brokerage / service industry.
• Strong skills in planning and organizing work based on volume, resources, and priorities.
• Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) are assets.
• Knowledge of regulatory, operational, and legal aspects of the industry.
• Experience in process and operational optimization.
• Highly motivated and enthusiastic individual with a positive attitude and the ability to manage multiple priorities in a dynamic environment.

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!