Account Manager - Toronto, Canada - National Bank of Canada

National Bank of Canada

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Primary Locations:

Toronto, Ontario**:

Attendance:

Hybrid**:

Employee Status:

Regular**:

Schedule:

Full-time**:

National Bank Independent Network (NBIN) is the pre-eminent choice of Introducing Brokers and Portfolio Managers looking for brokerage administration support.

NBIN provides 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 Account Manager (AM) plays a vital part in ensuring we deliver the highest quality of customer service to our clients. The AM role is a member of our Mid-Office Service Team providing day to day service to a number of independent Portfolio Managers and Introducing Brokers. The MOST teams act as a liaison between the client and the various support areas within NBIN.

Main challenges

Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within NBIN and National 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.
On a daily basis review and approve administrative items such as; Deregistrations, Bank Transfers, Foreign Exchanges and Internal Account Transfers.
Act as a liaison with the various operational areas within NBIN to ensure tasks are completed in a proactive and timely manner.
Coordinate regular meetings with clients and document ongoing service and operational issues with respect to the client and NBIN, investigate, follow and resolve.
Provide clients with guidance on NBIN policies, procedures and training that directly impact their business.
Provide process improvement recommendations that will enhance the overall business relationship with clients.
Represent NBIN professionally at client meetings/business functions

Hybrid work:

We want to contribute to your quality of life by offering you as much flexibility as possible in your work.

For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it's important to you.

Competencies required:

Threeyear College diploma or the academic equivalent in a related field, and four years of brokerage/service role, or University degree with a minimum of two years in a brokerage/service role
Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) a definite asset
Knowledge of the regulatory and legal aspects of the industry
Possess knowledge of the structure, procedures and systems utilized within NBCN and support areas, an asset
Selfstarter 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
Familiarity with Word/Excel/Microsoft office.
Strong interpersonal and communication skills
Strong verbal and written skills in English, French considered an asset

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
Initiatives promoting community involvement
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.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first:
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.
Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.
Ready to live your ambitions?