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Account Manager - Calgary, Canada - TEKsystems
Description
Job Description :
This bank is the leading choice of Introducing Brokers and Portfolio Managers looking for brokerage administration support.
They provide trading and custodial services to Portfolio Managers (PM), and is a Carrying Broker to IIROC registered Introducing Brokers (IB)across Canada.
Creating strong partnerships with our clients is paramount to our success. The role of Coordinator plays a vital part in ensuring we deliver the highest quality of customer service to our clients. The Coordinator 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 within.
Job Description/Accountabilities :
•Possess knowledge of the structure, procedures and systems utilized within and support areas
• Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within the bank.
•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 within 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 and, 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.
Skills:
regulatory, brokerage, client services
Top Skills Details:
regulatory, brokerage, client services
Additional Skills & Qualifications:
Education/Accreditations :
•University degree with a minimum of two years in a brokerage/service role
•Canadian Securities Course (CSC)is required Conduct and Practices Handbook (CPH) a definite asset
Other Qualifications/Skills/Experience :
Previous experience in a customer/client facing role within a brokerage/custodian
•Knowledge of the regulatory and legal aspects of the 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
Experience Level:
Entry Level
À propos de TEKsystems:
Nous sommes partenaires dans la transformation. Nous aidons les clients à activer des idées et des solutions afin de profiter d'un nouveau monde d'opportunités. Nous sommes une équipe solide de personnes, nous travaillons avec plus de 6 000 clients, dont 80 % faisant partie du Fortune 500, partout en Amérique du Nord, en Europe et en Asie. En tant que chefs de file de l'industrie des services technologiques complets, des services aux talents et des applications du monde réel, nous travaillons avec des leaders progressistes pour favoriser le changement. C'est le pouvoir d'un vrai partenariat. TEKsystems est une société du groupe Allegis.
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
