Job details

A career as an Account Manager in Service Delivery at National Bank revolves around your ability to work synergistically with colleagues and partners. In this role, you optimize processes, undertake varied activities, and provide support to portfolio managers.

National Bank Independent Network (NBIN) is the topchoice for portfolio managers (PMs), serving as a broker for introducing brokers (IBs) seeking administrative brokerage support. NBIN provides trading and custody services to PMs and acts as a broker for IBs registered with IIROC across Canada. Building strong partnerships with our clients is crucial to our success.

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