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Service Coordinator MOST

Apply now Job ID 7474690688 Date posted 05/03/2021

Primary Locations: Montreal, Quebec

Employee Status: Regular

Schedule: Full-time

  • Would you like to be part of a dynamic team at National Bank Independent Network?
  • Are you passionate about delivering a superior customer experience?
  • Are you constantly looking for ways to improve processes?

National Bank Independent Network (NBIN) is the leading choice of Introducing Brokers and Portfolio Managers looking for brokerage administration support. NBIN provides trading and custodial services to Portfolio Managers (PM), and is a Carrying Broker to IIROC registered Introducing Brokers (IB)across Canada. Creating strong partnerships with our clients is paramount to our success.

The role of a service coordinator plays a vital part in ensuring we deliver the highest quality of customer service to our clients. The service coordinator is a member of our Service Delivery Team providing day to day service to a number of independent Portfolio Managers and Introducing Brokers.

Your ability to adapt, your organizational skills, your proactivity, your capacity to be resourceful and to provide an exceptional customer experience as well as your complicity will make you stand out.

Job Description/Accountabilities:

  • Possess knowledge of the structure, procedures and systems utilized within NBIN and support areas
  • Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within NBIN and National Bank 
  • 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 within NBIN 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 NBIN, investigate, follow and resolve
  • Provide clients with guidance on NBIN policies, procedures and training that directly impact their business
  • Provide process improvement recommendations that will enhance the overall business relationship with clients
  • Represent NBIN professionally at client meetings/business functions.


  • University degree with a minimum of two years in a brokerage/service role
  • Canadian Securities Course (CSC)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 can do attitude with the ability to work in a high volume, fast paced environment
  • Strong interpersonal skills
  • Strong verbal and written communication skills

At National Bank, we stand out by investing in our employees throughout their careers—as demonstrated when we were awarded silver in the "Most Innovative use of HR Technology" category at the 2020 Canadian HR Awards for our use of Axonify, a personalized learning solution that can be used every day.

The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviours) of partnership, agility and empowerment count as much as the business objectives.

Working at National Bank means having access to competitive working conditions, a wide range of employee benefits, a dynamic work environment and telemedicine services.

National Bank sees diversity as a great source of wealth and values it in all its dimensions. Its objective is to offer an open, respectful work environment where all employees can achieve their full potential. Senior management's concrete commitment helps spread this value across all sectors in the organization. The Bank has been ranked among the top employers for diversity in Canada for several years.

Come and see how:

JobField: Operations

Unposting Date: 2021-05-17

Job Number: OPE002O2

Posting Date: 2021-05-03

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