Skills

Communication Salesforce Customer Service Training Process Improvement

Job Specifications

Job Description:

Job Title: Account Manager

Duration: 06 & 12 months (different projects)

Location: Toronto, Ontario, M5X1J9 (Hybrid)

Bilingualism: English mandatory - French is an asset

Hybrid - 3 days per week in the office.

Description:

The role of Account Manager plays a vital part in ensuring we deliver the highest quality of customer service to our clients.

The Account Manager 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.

Responsibilities & Accountabilities:

• 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 thorough, and all available services as they relate to their business needs..

• Ensure prompt and resolution of all client issues; respond to all inquiries within SLA; and recommend

improvements in policies with the ultimate goal of continually improving our service delivery.

• Adhere to professional email/phone standards and etiquette; fully adopt and utilize Salesforce Service Cloud for tracking

of client inquiries and escalations.

• 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 take-aways, follow-up and provide timely resolutions.

• Provide clients with guidance and education 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 and business functions.

Education & Accreditations:

• University degree with a minimum of two years in a wealth management service role

• Canadian Securities Course (CSC) is required; Conduct and Practices Handbook (CPH) is a definite asset

Other Qualifications, Skills & Experience:

• 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 a can do attitude with the ability to work in a high

volume, fast paced environment

• Strong interpersonal, verbal and written communication skills.

For more details, Please contact me on: 734-656-8930 or Jagdish@infotreeglobal.com

About the Company

Infotree Global was founded in 2002 in a small office in Canton, MI, Infotree Global had a clear mission; To bring the world’s best talent together with the greatest companies producing results through continuous improvement and innovation. From those humble beginnings, Infotree Global has explosively grown from a two-person operation to a global solutions company, functioning in over 150 countries across 5 different continents. Infotree Global proudly serves more than 250 of the Global 1000, numerous government agencies... Know more