Mutual Fund Specialist

Infotree Global Solutions

📍 laval, qc, Canada

Full-time Other-General

Job Description

Job Description:


Job title: Account Manager (Mid Office) Mutual Funds Specialist

Location: Montréal, QC H3C 1A3

Duration: 6 Months

Hybrid role: 4 days per week in the office


Bilingualism: French and English required


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 of Bank.

- 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 vari...

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