Our client, one of the major Custodian Banks in Canada, is looking to hire an Account Manager (Middle Office Operations) to help support their corporate office located in the downtown Calgary area.
Please note - this is a hybrid role, with the expectations of the candidate being able to go into the office 3 times a week.
A leading provider of brokerage administration support, this organization is a preferred choice for Introducing Brokers and Portfolio Managers across Canada. It offers trading and custodial services to Portfolio Managers and acts as a Carrying Broker for IIROC-registered Introducing Brokers. Building strong partnerships with clients is central to its success.
The Account Manager plays a key role in delivering exceptional customer service. As part of the Service Delivery Team, the Account Manager provides day-to-day support to a range of independent Portfolio Managers and Introducing Brokers. This team serves as a vital link between clients and various internal support departments.

• Demonstrate a strong understanding of internal structures, procedures, and systems used across operational and support teams
• Process a variety of back-office requests including account changes, fund transfers, deposits, and other client-related transactions
• Build and maintain strong client relationships by coordinating efforts across multiple internal departments
• Deliver a high standard of customer service by keeping clients informed of relevant updates, products, and services aligned with their business needs
• Ensure timely and effective resolution of client issues, and contribute to continuous improvement by recommending enhancements to policies and procedures
• Act as a liaison between clients and internal operational teams to ensure tasks are completed proactively and efficiently
• Prepare and maintain accurate client records, reports, and documentation in accordance with internal standards and regulatory requirements
• Monitor and track service requests, ensuring timely follow-up and closure
• Assist in onboarding new clients by coordinating documentation, system setup, and training schedules
• Support internal reporting needs by compiling data and generating periodic performance and service metrics