Job Title: Coordinator

Job Description

Your Role:

• Understand the structure, procedures, and systems used by NBIN and its support sectors.
• Establish and maintain strong client relationships by coordinating efforts with various internal services and divisions of NBIN and National Bank.
• Ensure a high level of customer service is maintained with clients by keeping them informed of all new developments, products, and services related to their business needs.
• Ensure prompt and complete resolution of all client issues and recommend improvements to policies and procedures to continually enhance our service delivery.
• Act as a liaison with various operational sectors of NBIN to ensure tasks are carried out proactively and in a timely manner.
• Organize regular meetings with clients, document ongoing operational and service issues regarding the client and NBIN, investigate, track, and resolve.
• Provide clients with advice on NBIN policies, procedures, and training that directly impact their firm.
• Provide process improvement recommendations that will enhance the overall business relationship with clients.
• Professionally represent NBIN at client meetings and professional events.

Your Team:

The Account Manager is part of a dynamic team known for exceptional collaboration in an environment that fosters personal growth. You will have the opportunity to learn and develop within a team that values customer satisfaction, performance, and innovation. We aim to provide maximum flexibility in your work to enhance your quality of life. This includes hybrid office and remote work, flexible work hours to balance professional and personal life, and flexible leaves at critical times.

Prerequisites:

• 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 regulatory aspects of the industry.
• Proficiency in Microsoft Office
• Autonomous and able to work independently and in a team.
• Highly motivated and enthusiastic individual with a positive attitude, capable of working in a high-volume, fast-paced environment.
• Strong interpersonal skills
• Strong oral and written communication skills

Languages:

English, French

Skills

• Communication
• Diversity & Inclusion
• Teamwork
• Empathy
• Initiative
• Learning Agility
• Resiliency

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• 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.