Talent Acquisition Specialist @Infotree Global Solutions | Recruiting Banking & Finance Professionals in USA and Canada. Job Title: Account Manager (Mid office) Duration: 6 Months with possibility of extension Job Description: Your role: Understand the structure and procedures of the Mutual funds operations and/or registered plans (RRSP, RESP, TFSA etc.) Establish and maintain strong client relationships by coordinating efforts with various internal services and divisions of network and client. 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 network 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 network, investigate, track, and resolve. Provide clients with advice on client’s policies, procedures, and training that directly impact their firm. Provide process improvement recommendations that will enhance the overall business relationship with clients. Professionally represent network 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. Prerequisites: University degree with at least two years of experience in a brokerage or service role Knowledge of regulatory and operational aspects of the industry. Experience with registered plans (RESP, RRSP, RDSP etc) 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 Seniority level Associate Employment type Contract Job function Analyst Industries Banking, Investment Banking, and Financial Services #J-18808-Ljbffr