Account Manager

Primary Locations: Toronto, Ontario

Attendance: Hybrid

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.   

Managed Portfolio Solutions Team Overview

The Managed Portfolio Solutions team is a business line within NBIN, providing portfolio modeling services to Introducing Brokers and Portfolio Management firms. This business line is a specialized and high-growth space. To augment our growth, we are excited to add passionate talent that’s determined to make a difference.

Role Overview

The Account Manager's role 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 Client Service Team, providing day to day service to several independent Portfolio Managers and Introducing Brokers.  The Client Service team act as a liaison between the client and the various support areas within MPS. This position reports to the Manager of Client Service within the  Managed Portfolio Solutions (MPS) team.

Responsibilities:

• Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within MPS and NBIN
• Solid understanding of Capital Markets products and processes including equity, fixed income and mutual fund markets
• Process daily account activities which include; new accounts setup, mandate switches, account closures, deposits, withdrawals, account rebalance, Tax Loss Harvest requests etc
• Ensure that daily trading activities have been executed successfully (i.e validate block orders)
• Work closely with clients to set up new models and mandates for investing new accounts
• 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 client service delivery
• Conduct regular meetings with clients and document ongoing service and operational issues concerning the client and MPS, investigate, follow up and resolve
• Provide process improvement recommendations that will enhance the overall business relationship with clients
• Represent MPS professionally at client meetings/business functions

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

Competencies required :

• University degree with a minimum of one year in a brokerage/service role
• Business knowledge of the wealth management industry
• Working knowledge of Microsoft Excel and PowerPoint
• Demonstrates a natural curiosity, a problem-solving mindset, a collaborative approach and great team spirit
• Strong interpersonal skills
• Strong verbal and written communication skills

Preferred competencies:

• Experience with Wealth360 application is an asset
• Canadian Securities Course (CSC) is a definite asset

Your benefits: 
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Initiatives promoting community involvement
• Telemedicine service
• Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first : 
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives.
Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 
We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.
We welcome all candidates! What can you bring to our team?
Ready to live your ambitions?