Investment Banking Specialist

Infotree Global Solutions; Montreal (administrative region); On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Flexible work schedules

Hybrid work arrangements

Time off at key moments

Job summary

Infotree Global Solutions is seeking an Account Manager, Service Delivery in Montreal to establish and maintain strong relationships with clients while optimizing processes. The ideal candidate will have a university degree, bilingual proficiency in French and English, and at least two years of experience in a brokerage role. Responsibilities include ensuring high client service and resolving issues effectively. This position offers hybrid work arrangements and a dynamic team environment focused on client satisfaction and innovation.

Qualifications

• At least two years of experience in a brokerage or service role.
• Knowledge of industry regulatory aspects.
• Ability to thrive in a fast-paced environment.

Responsibilities

• Understand mutual fund operations and client service.
• Establish and maintain strong client relationships.
• Ensure prompt resolution of client issues.
• Provide guidance on policies and procedures.
• Recommend process improvements.

Skills

Bilingualism in French and English

Strong interpersonal skills

Self-motivated

Positive attitude

Ability to work independently and as part of a team

Strong oral and written communication skills

Education

University degree

Tools

Knowledge of mutual fund operations

Canadian Securities Course (CSC)

Job description

Duration: 06 Months

Location: Montreal, QC H3C 1A3

Job Description:

Description:

Bilingualism: French and English required

A career as an Account Manager, Service Delivery at , is a job where your ability to work in synergy with your colleagues and partners is valued. In this role, you optimize processes, perform a variety of activities, and provide support to portfolio managers.

Independent Network is the first choice for portfolio managers (PMs) and is an account manager for referring brokers (RBs) seeking brokerage administration support.

provides trading and custody services to PMs and is an account manager for IRBs registered with the Canadian Investment Trust (CIT) across Canada.

Building strong partnerships with our clients is essential to our success.

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 at
• 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 operational areas to ensure tasks are completed proactively and in a timely manner.
• Provide clients with guidance on policies, procedures, and training that directly impact their firm.
• Provide process improvement recommendations that will enhance the overall business relationship with clients.

Your Team:

The Account Manager is part of a dynamic team known for its exceptional collaboration in an environment that empowers you to excel. You'll have the opportunity to learn and grow within a team that values client satisfaction, performance, and innovation.

We aim to offer you maximum flexibility in your work to promote a healthy work-life balance. This includes hybrid work arrangements (in the office and remotely), flexible work schedules to balance professional and personal life, and time off at key moments.

Requirements:

• University degree with at least two years of experience in a brokerage or service role
• Canadian Securities Course (CSC) is a definite asset
• 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