Skills

Communication Salesforce Customer Service Training Process Improvement

Job Specifications

Job Title: Account Manager

Duration: 3-6 Months

Location: Toronto, Ontario, M5X1J9

Hybrid - 3 days per week in the office

Job 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 .

Responsibilities & Accountabilities:

• Possess knowledge of the structure, procedures and systems utilized within and support areas

• Build and maintain strong relationships with clients through the coordination of efforts with various internal departments

and divisions

• 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; 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 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

; investigate take-aways, follow-up and provide timely resolutions

• Provide clients with guidance and education on policies, procedures and training that directly impact their business

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

• Represent 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.

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