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    Account Manager - Calgary, Canada - Kelly Services (Canada), Ltd.

    Kelly Services (Canada), Ltd.
    Kelly Services (Canada), Ltd. Calgary, Canada

    1 week ago

    Default job background
    Banking / Loans
    Description

    Kelly has partnered with our client in the banking industry to recruit for an Account Manager contractor in Calgary.

    Job ID: 6216

    Job Title: Account Manager

    Duration: May 28/24 to Jan. 31/25

    Hours: Mon-Fri 37.5 hours

    Pay Rate: $28

    Location: Hybrid work model: Consultant needs to come to the office 4 times per week – Calgary, Alberta CAN T2P4M9

    Creating strong partnerships with our clients is paramount to our success. The role of Account Manager plays a vital part in ensuring we deliver the highest quality of customer service to our clients. The role is a member of our Service Delivery Team providing day to day service to a number of independent Portfolio Managers and Introducing Brokers. The Service Delivery team act as a liaison between the client and the various support areas.

    Job Description/Accountabilities :


    • Possess knowledge of the structure, procedures and systems utilized and support areas


    • Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions.


    • Ensure that a high level of customer service is maintained with our clients by keeping them informed of any new developments, products, and all available services as they relate to their business needs


    • Ensure prompt and thorough resolution of all client issues and recommend improvements in policies and procedures with the ultimate goal of continually improving our service delivery


    • Act as a liaison with the various operational areas to ensure tasks are completed in a proactive and timely manner


    • Conduct regular meetings with clients and document ongoing service and operational issues with respect to the client, investigate, follow and resolve


    • Provide clients with guidance on policies, procedures and training that directly impact their business


    • Provide process improvement recommendations that will enhance the overall business relationship with clients


    • Represent professionally at client meetings/business functions.

    Must have:


    • University degree with a minimum of two years in a brokerage/service role


    • Knowledge of the regulatory and legal aspects of the finance/brokerage industry


    • Knowledge with Microsoft Office


    • Self-starter with the ability to work independently and also within a team environment


    • Highly motivated and enthusiastic individual who demonstrates can do attitude with the ability to work in a high volume, fast paced environment


    • Strong interpersonal skills


    • Strong verbal and written communication skills

    Nice to have:


    •Canadian Securities Course (CSC)is required Conduct and Practices Handbook (CPH) a definite asset

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