Account Manager
Job Title : Account Manager - T2
Duration : 06 Months Contract on T4 (possibility of temporary to permanent)
Location : Calgary, AB
Job Description :
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.
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 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.
Education / Accreditations :
- University degree with a minimum of two years in a brokerage / Wealth management Operations role
- Canadian Securities Course (CSC)is a definite asset
Other Qualifications / Skills / Experience :
- Knowledge of the regulatory and legal aspects of the industry
- Knowledge with Microsoft Office as well as CRM tools like Salesforce
- 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
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