Manager, Managed Account Services
New
CanadaFull-TimeManager
Salary69,000 - 129,000 CAD per year
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Job Details
- Experience
- 5–7 years
- Required Skills
- Operations ManagementMicrosoft OfficeRisk ManagementStakeholder management
Requirements
- 5–7 years of relevant experience in financial services, operations, or managed account services, combined with post-secondary education or equivalent experience.
- Strong understanding of investment products, financial processes, and operational controls.
- Proven leadership experience, including coaching, performance management, and team development.
- Strong knowledge of regulatory requirements and risk management practices in financial services.
- Excellent analytical and problem-solving skills with the ability to manage complex operational issues.
- Strong communication and stakeholder management skills, both written and verbal.
- Proficiency in Microsoft Office tools (Excel, Word, PowerPoint) and relevant financial systems.
- Ability to multitask and perform effectively in a fast-paced, high-volume environment.
- Strong customer service orientation with the ability to manage internal and external client expectations.
Responsibilities
- Lead and support daily operations within managed account services, ensuring accurate and timely processing of transactions and account activities.
- Oversee team performance, providing coaching, development, and performance management to ensure high service standards.
- Act as a subject matter expert for complex client inquiries, operational issues, and exception handling.
- Ensure compliance with regulatory requirements, internal policies, and risk management frameworks across all processes.
- Analyze operational data and generate insights to improve efficiency, reporting, and service quality.
- Collaborate with internal and external stakeholders to support service delivery, issue resolution, and process enhancements.
- Contribute to strategic planning, change initiatives, and continuous improvement of operational workflows and systems.
- Support audit, reconciliation, and control activities to ensure accuracy and integrity of account information.
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