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Financial Advisor

Company

Infotree Global Solutions

Location

longueuil, Canada

Type

Full-time

Job Title: Account Manager (Mid Office) - Mutual Fund Specialist

Duration: 06 Months with the possibility of extension

Location: Montreal, QC H3C 1A3


Job Description:

Your role:

  • Understand the structure and procedures for mutual fund operations (back office operations).
  • Establish and maintain strong client relationships by coordinating efforts with various internal departments and divisions
  • Ensure a high level of client service by keeping our clients informed of all new developments, products, and services relevant to their business needs.
  • Ensure the prompt and complete resolution of all client issues and recommend improvements to policies and procedures with the ultimate goal of continuously improving our service delivery.
  • Act as a liaison with various operational areas to ensure tasks are completed proactively and in a timely manner.
  • Provide cli...

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