Job Title: Account Manager/Service Coordinator

Duration: 12 Months with possibility of extension

Location: Toronto, ON (Hybrid)

Specifically, you will:

• Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within network and Client.
• 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
• On a daily basis review and approve administrative items such as; De-registrations, Bank Transfers, Foreign Exchanges and Internal Account Transfers
• Act as a liaison with the various operational areas within Network to ensure tasks are completed in a proactive and timely manner
• Coordinate regular meetings with clients and document ongoing service and operational issues with respect to the client and network, investigate, follow and resolve
• Provide clients with guidance on netwok policies, procedures and training that directly impact their business
• Provide process improvement recommendations that will enhance the overall business relationship with clients
• Represent network professionally at client meetings/business functions

Qualifications:

• University degree with a minimum of two years in a brokerage/service role
• Canadian Securities Course (CSC) is mandatory
• Conduct and Practices Handbook (CPH) a definite asset
• Possess knowledge of the structure, procedures and systems utilized within network and Support Areas
• Knowledge of the regulatory and legal aspects of the industry
• Familiarity 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