Personal Banker
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About the role
Job Title: Account Manager (Mid Office) - Mutual Fund Specialist Duration: 6 Months Location: Montreal, QC H3C 1A3
Job Description: 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 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
Not the right fit? Search for Personal Banker jobs in Montreal, Quebec, Canada
About Infotree Global Solutions
Infotree Global was founded in 2002 in a small office in Canton, MI, Infotree Global had a clear mission; To bring the world’s best talent together with the greatest companies producing results through continuous improvement and innovation. From those humble beginnings, Infotree Global has explosively grown from a two-person operation to a global solutions company, functioning in over 150 countries across 5 different continents.
Infotree Global proudly serves more than 250 of the Global 1000, numerous government agencies, and some of the world’s largest nonprofit organizations. Our sustained growth is attributed to our focus and commitment to our thousands of full-time professionals. In today’s market, where high-quality dedicated individuals are in demand; Infotree Global recognizes that an emphasis on understanding, achieving, and exceeding our employee’s goals, aspirations and overall experience is paramount. This “people over profits” mindset has yielded tremendous success for our employees and clients. Our employees have a vast array of assignments available across the world to help achieve and exceed their career goals and our clients have motivated, dedicated, and hardworking professionals on their team. We are here to help the best talent work with the greatest companies to produce innovative results in a variety of industries including but not limited to IT, Engineering, Clinical, Skilled Trades, Finance and Accounting.
Our mission’s success is supported by several industry awards and accolades. If you are looking for a committed and understanding partner, your search ends here.
Similar Jobs
Personal Banker
Top Benefits
About the role
Job Title: Account Manager (Mid Office) - Mutual Fund Specialist Duration: 6 Months Location: Montreal, QC H3C 1A3
Job Description: 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 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
Not the right fit? Search for Personal Banker jobs in Montreal, Quebec, Canada
About Infotree Global Solutions
Infotree Global was founded in 2002 in a small office in Canton, MI, Infotree Global had a clear mission; To bring the world’s best talent together with the greatest companies producing results through continuous improvement and innovation. From those humble beginnings, Infotree Global has explosively grown from a two-person operation to a global solutions company, functioning in over 150 countries across 5 different continents.
Infotree Global proudly serves more than 250 of the Global 1000, numerous government agencies, and some of the world’s largest nonprofit organizations. Our sustained growth is attributed to our focus and commitment to our thousands of full-time professionals. In today’s market, where high-quality dedicated individuals are in demand; Infotree Global recognizes that an emphasis on understanding, achieving, and exceeding our employee’s goals, aspirations and overall experience is paramount. This “people over profits” mindset has yielded tremendous success for our employees and clients. Our employees have a vast array of assignments available across the world to help achieve and exceed their career goals and our clients have motivated, dedicated, and hardworking professionals on their team. We are here to help the best talent work with the greatest companies to produce innovative results in a variety of industries including but not limited to IT, Engineering, Clinical, Skilled Trades, Finance and Accounting.
Our mission’s success is supported by several industry awards and accolades. If you are looking for a committed and understanding partner, your search ends here.