Account Manager

Kelly has partnered with our client in the banking industry to recruit for an Account Manager contractor in Calgary. Job ID: 6216 Job Title: Account Manager Duration: May 28/24 to Jan. 31/25 Hours: Mon-Fri 37.5 hours Pay Rate: $28 Location: Hybrid work model: Consultant needs to come to the office 4 times per week – Calgary, Alberta CAN T2P4M9 Creating strong partnerships with our clients is paramount to our success. The role of Account Manager plays a vital part in ensuring we deliver the highest quality of customer service to our clients.

The 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. Job Description/Accountabilities : • Possess knowledge of the structure, procedures and systems utilized 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 and recommend improvements in policies and procedures with the ultimate goal of continually improving our service delivery • Act as a liaison with the various operational areas 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, investigate, follow and resolve • Provide clients with guidance 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/business functions.

Must have: • University degree with a minimum of two years in a brokerage/service role • Knowledge of the regulatory and legal aspects of the finance/brokerage 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 can do attitude with the ability to work in a high volume, fast paced environment • Strong interpersonal skills • Strong verbal and written communication skills Nice to have: •Canadian Securities Course (CSC)is required Conduct and Practices Handbook (CPH) a definite asset