Top Benefits
About the role
Job Title: Account Manager Mid Office
Duration: 6 Months with possibility of extension
Location: Montréal, QC H3C 1A3
Job Description:
- A career as an Account Manager, Service Delivery at is a position where your ability to collaborate effectively with your colleagues and partners is valued. In this role, you optimize processes and perform a variety of activities while providing support to portfolio managers.
- the first choice of portfolio managers (PMs) and is a carrying broker for introducing brokers (IBs) seeking administrative support in brokerage matters. provides trading and custody services to PMs and is a carrying broker for OCRI-registered IBs across Canada.
- Building strong partnerships with our clients is essential to our success.
Your role:
- Know the structure, procedures, and systems used by and its support departments
- Build and maintain strong customer relationships by coordinating efforts with various internal departments and divisions within
- Ensure a high level of customer service is maintained by keeping our clients informed of all new developments, products, and services available related to their business needs.
- Ensure the timely and complete resolution of all customer 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 departments within to ensure tasks are completed proactively and in a timely manner.
- Organize regular meetings with clients and document, investigate, track, and resolve ongoing operational and service issues affecting the client and.
- Provide clients with advice on policies, procedures, and training that directly impact their firm.
- Provide process improvement recommendations that will enhance overall client relationships.
- Professionally represent at client meetings and professional events.
Your team:
The Account Manager is part of a dynamic team distinguished by its exceptional level of collaboration in an environment that allows you to excel. You have the opportunity to learn and grow within a team that values customer satisfaction, performance, and innovation.
We aim to offer you maximum flexibility in your work to enhance your quality of life. This includes hybrid office and remote work, flexible working hours to balance your professional and personal lives, and flexible time off at key times.
Prerequisites:
- University degree with at least two years of experience in a brokerage or service role
- Experience with registered plans (RESP, RRSP, RDSP etc)
- The Canadian Securities Course (CSC) is a definite asset
- Knowledge of regulatory aspects of the industry
- Knowledge of Microsoft Office
- Self-starter and able to work independently and as part of a team
- Highly motivated and enthusiastic individual with a positive attitude and the ability to work in a high-volume, fast-paced environment
- Strong interpersonal skills
- Strong oral and written communication skills in French and English
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.
Top Benefits
About the role
Job Title: Account Manager Mid Office
Duration: 6 Months with possibility of extension
Location: Montréal, QC H3C 1A3
Job Description:
- A career as an Account Manager, Service Delivery at is a position where your ability to collaborate effectively with your colleagues and partners is valued. In this role, you optimize processes and perform a variety of activities while providing support to portfolio managers.
- the first choice of portfolio managers (PMs) and is a carrying broker for introducing brokers (IBs) seeking administrative support in brokerage matters. provides trading and custody services to PMs and is a carrying broker for OCRI-registered IBs across Canada.
- Building strong partnerships with our clients is essential to our success.
Your role:
- Know the structure, procedures, and systems used by and its support departments
- Build and maintain strong customer relationships by coordinating efforts with various internal departments and divisions within
- Ensure a high level of customer service is maintained by keeping our clients informed of all new developments, products, and services available related to their business needs.
- Ensure the timely and complete resolution of all customer 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 departments within to ensure tasks are completed proactively and in a timely manner.
- Organize regular meetings with clients and document, investigate, track, and resolve ongoing operational and service issues affecting the client and.
- Provide clients with advice on policies, procedures, and training that directly impact their firm.
- Provide process improvement recommendations that will enhance overall client relationships.
- Professionally represent at client meetings and professional events.
Your team:
The Account Manager is part of a dynamic team distinguished by its exceptional level of collaboration in an environment that allows you to excel. You have the opportunity to learn and grow within a team that values customer satisfaction, performance, and innovation.
We aim to offer you maximum flexibility in your work to enhance your quality of life. This includes hybrid office and remote work, flexible working hours to balance your professional and personal lives, and flexible time off at key times.
Prerequisites:
- University degree with at least two years of experience in a brokerage or service role
- Experience with registered plans (RESP, RRSP, RDSP etc)
- The Canadian Securities Course (CSC) is a definite asset
- Knowledge of regulatory aspects of the industry
- Knowledge of Microsoft Office
- Self-starter and able to work independently and as part of a team
- Highly motivated and enthusiastic individual with a positive attitude and the ability to work in a high-volume, fast-paced environment
- Strong interpersonal skills
- Strong oral and written communication skills in French and English
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.