Wealth Management Account Manager (Middle Office) - DT Calgary
About the role
Our client, one of the major Custodian Banks in Canada, is looking to hire an Account Manager (Middle Office Operations) to help support their corporate office located in the downtown Calgary area.
Please note - this is a hybrid role, with the expectations of the candidate being able to go into the office 3 times a week.
A leading provider of brokerage administration support, this organization is a preferred choice for Introducing Brokers and Portfolio Managers across Canada. It offers trading and custodial services to Portfolio Managers and acts as a Carrying Broker for IIROC-registered Introducing Brokers. Building strong partnerships with clients is central to its success.
The Account Manager plays a key role in delivering exceptional customer service. As part of the Service Delivery Team, the Account Manager provides day-to-day support to a range of independent Portfolio Managers and Introducing Brokers. This team serves as a vital link between clients and various internal support departments.
Job duties include, but are not limited to the following:
- Demonstrate a strong understanding of internal structures, procedures, and systems used across operational and support teams
- Process a variety of back-office requests including account changes, fund transfers, deposits, and other client-related transactions
- Build and maintain strong client relationships by coordinating efforts across multiple internal departments
- Deliver a high standard of customer service by keeping clients informed of relevant updates, products, and services aligned with their business needs
- Ensure timely and effective resolution of client issues, and contribute to continuous improvement by recommending enhancements to policies and procedures
- Act as a liaison between clients and internal operational teams to ensure tasks are completed proactively and efficiently
- Prepare and maintain accurate client records, reports, and documentation in accordance with internal standards and regulatory requirements
- Monitor and track service requests, ensuring timely follow-up and closure
- Assist in onboarding new clients by coordinating documentation, system setup, and training schedules
- Support internal reporting needs by compiling data and generating periodic performance and service metrics
Disclaimer
The Company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, genetic information, or any other characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 844 895-8598 or email However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting
#prioritycanada25
Pay And Benefits
The pay range for this position is $26.00 - $26.00/hr.
Workplace Type
This is a hybrid position in Calgary,AB.
À propos de TEKsystems et TEKsystems Global Services
Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l’entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d’Allegis Group. Découvrez d’autres informations à TEKsystems.com.
About TEKsystems And TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems
We’re TEKsystems. We accelerate business transformation by solving complex technology, business and talent challenges—across the globe. We partner with 80% of the Fortune 500 to create solutions that enable them to capitalize on change. TEKsystems is an Allegis Group company.
Wealth Management Account Manager (Middle Office) - DT Calgary
About the role
Our client, one of the major Custodian Banks in Canada, is looking to hire an Account Manager (Middle Office Operations) to help support their corporate office located in the downtown Calgary area.
Please note - this is a hybrid role, with the expectations of the candidate being able to go into the office 3 times a week.
A leading provider of brokerage administration support, this organization is a preferred choice for Introducing Brokers and Portfolio Managers across Canada. It offers trading and custodial services to Portfolio Managers and acts as a Carrying Broker for IIROC-registered Introducing Brokers. Building strong partnerships with clients is central to its success.
The Account Manager plays a key role in delivering exceptional customer service. As part of the Service Delivery Team, the Account Manager provides day-to-day support to a range of independent Portfolio Managers and Introducing Brokers. This team serves as a vital link between clients and various internal support departments.
Job duties include, but are not limited to the following:
- Demonstrate a strong understanding of internal structures, procedures, and systems used across operational and support teams
- Process a variety of back-office requests including account changes, fund transfers, deposits, and other client-related transactions
- Build and maintain strong client relationships by coordinating efforts across multiple internal departments
- Deliver a high standard of customer service by keeping clients informed of relevant updates, products, and services aligned with their business needs
- Ensure timely and effective resolution of client issues, and contribute to continuous improvement by recommending enhancements to policies and procedures
- Act as a liaison between clients and internal operational teams to ensure tasks are completed proactively and efficiently
- Prepare and maintain accurate client records, reports, and documentation in accordance with internal standards and regulatory requirements
- Monitor and track service requests, ensuring timely follow-up and closure
- Assist in onboarding new clients by coordinating documentation, system setup, and training schedules
- Support internal reporting needs by compiling data and generating periodic performance and service metrics
Disclaimer
The Company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, genetic information, or any other characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 844 895-8598 or email However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting
#prioritycanada25
Pay And Benefits
The pay range for this position is $26.00 - $26.00/hr.
Workplace Type
This is a hybrid position in Calgary,AB.
À propos de TEKsystems et TEKsystems Global Services
Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l’entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d’Allegis Group. Découvrez d’autres informations à TEKsystems.com.
About TEKsystems And TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems
We’re TEKsystems. We accelerate business transformation by solving complex technology, business and talent challenges—across the globe. We partner with 80% of the Fortune 500 to create solutions that enable them to capitalize on change. TEKsystems is an Allegis Group company.