Job Title: Account Manager (Mid office)

Location: Calgary, AB (Hybrid- 3 days at office)

Duration: 06 Months Contract on T4

Job Description:

Your Role:

• Understand the structure, procedures, and systems used by BANK and its support sectors.

• Establish and maintain strong client relationships by coordinating efforts with various internal services and divisions of Bank.

• 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 Bank 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 Bank, investigate, track, and resolve.

• Provide clients with advice on Bank policies, procedures, and training that directly impact their firm.

• Provide process improvement recommendations that will enhance the overall business relationship with clients.

• Professionally represent Bank 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