Company Overview
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, and some of the world’s largest nonprofit organizations. Our sustained growth is attributed to our focus and commitment to our thousands of full-time professionals. In today’s market, where high-quality dedicated individuals are in demand; Infotree Global recognizes that an emphasis on understanding, achieving, and exceeding our employee’s goals, aspirations and overall experience is paramount. This “people over profits” mindset has yielded tremendous success for our employees and clients. Our employees have a vast array of assignments available across the world to help achieve and exceed their career goals and our clients have motivated, dedicated, and hardworking professionals on their team. We are here to help the best talent work with the greatest companies to produce innovative results in a variety of industries including but not limited to IT, Engineering, Clinical, Skilled Trades, Finance and Accounting.
About the job
Job Title: Account Manager
Duration: 6 Months (High chances of conversion to full time)
Location: Calgary, AB
Description:
A career as an Account Manager in Service Delivery at client 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.
Client is the top choice for portfolio managers (PMs), serving as a broker for introducing brokers (IBs) seeking administrative brokerage support. Client provides trading and custody services to PMs and acts as a broker for IBs registered with CIRO across Canada. Building strong partnerships with our clients is crucial to our success.
Your Role:
- Understand the structure, procedures, and systems used by client and its support sectors.
- Establish and maintain strong client relationships by coordinating efforts with various internal services and divisions of client and clients.
- 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 client 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 clients, investigate, track, and resolve.
- Provide clients with advice on client policies, procedures, and training that directly impact their firm.
- Provide process improvement recommendations that will enhance the overall business relationship with clients.
- Professionally represent client 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
How to Apply
APPLY