Strategic Account Associate
Core
Manage client relationships, resolve high-priority escalations, and lead projects to improve service levels and product offerings for brokerage clients.
Role type
Senior client service associate (financial services)
Builds
Client service experience and operational improvements for brokerage firms
Domain
Financial services / Brokerage / Clearing and Custody
Deliverable
client delivery
Required skills
Client relationship management, complex problem resolution, project leadership, process improvement, data analysis, negotiation, stakeholder liaison
Preferred skills
Knowledge of brokerage operations, Salesforce reporting, Excel, bilingualism (English/French), Canadian Securities Course
Technologies
Salesforce, Excel
Responsibilities
Oversee management of smaller firm client relationships; Act as primary point of contact for complex problems and escalations; Identify and implement initiatives to improve client experience; Provide input to senior levels to enhance CES/NPS; Recognize training opportunities for clients; Provide oversight of client custom work orders.
Seniority
Mid-level, hands-on IC
