Job details

National Bank Independent Network (NBIN) is the leading 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 CIRO 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 NBIN.

Your role: 

• Possess knowledge of the structure, procedures and systems utilized within NBIN and support areas
• 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
• Act as a liaison with the various operational areas within NBIN 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 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 function

Your team: 

You’ll be part of a dynamic team that stands out for its exceptional level of collaboration in a setting that allows you to excel. You’ll have the opportunity to learn and develop on a team that values client satisfaction, performance and innovation.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites: 

• University degree with a minimum of two years in a brokerage/service role
• Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) are assets
• 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