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Questrade Financial Group

Provides low-cost online investing for individuals

Senior Manager - Account Management

Customer SupportPosted on Nov 13
Full-timeToronto, ON, Canada

About the Job

Requirements

  • Minimum 8 years of customer service or operations experience in banking or financial services, ideally within money movement, credit cards, or mortgages.
  • Minimum 5 years of experience developing, leading, and coaching a team of professionals and managers.
  • A post-secondary degree or diploma in business, finance, economics, or a related field is preferred.
  • Strong analytical skills and the ability to communicate professionally and knowledgeably.
  • Ability to build healthy working relationships with team members and peers, and use open communication and collaboration to solve problems and manage deliverables.
  • Ability to work well in a dynamic, fast-paced environment and navigate organizational change.

Responsibilities

  • Shape and execute the strategy for client experience and account management servicing, translating objectives into team priorities, processes, and measurable targets.
  • Lead, coach, and mentor Managers by setting clear goals, giving regular and candid feedback, and holding leaders accountable for team results and the growth of their Supervisors and Specialists.
  • Own talent and succession planning, including assessments, career conversations, and recruitment, to build a diverse and capable leadership bench.
  • Partner with Workforce Management on forecasting, staffing, and shift coverage, including evenings, weekends, and statutory holidays, to meet volume demands and service-level agreements.
  • Serve as the executive escalation point for client complaints and complex or sensitive issues, seeing each through to resolution.
  • Own service results across phone, live chat, and email, including First Contact Resolution, customer satisfaction, service-level attainment, Average Wait Time, Average Handle Time, and abandon rates.
  • Ensure disputes and formal complaints are logged, investigated, and resolved in line with regulatory requirements and internal guidelines, using client insights to improve service across the organization.
  • Oversee back-office queues, exceptions, and aged items to ensure completion within service-level agreements, including reconciliation and investigation of discrepancies.
  • Lead cross-functional collaboration with Back Office, Treasury, Fraud, Risk, and Mortgage Operations to proactively resolve discrepancies and manage systemic risks.
  • Drive operational efficiency through seamless handoffs of complex cases and capacity planning, and work with technology teams to improve tools such as Salesforce and Genesys.
  • Cultivate and drive a strong risk and compliance culture, ensuring adherence to know-your-customer requirements, anti-money-laundering and anti-terrorist-financing requirements, signature standards, and client data privacy requirements.
  • Proactively identify actual or potential violations and risk situations, ensure inquiries are completed, and ensure corrective actions are taken or escalated in a timely manner.
  • Champion change by working with peers and department heads to improve processes, policies, and procedures, and keep procedure manuals and the knowledge base current.
  • Present performance, quality, and trend reports to senior leadership, drawing on industry and market knowledge to inform business planning.

Desired Qualifications

  • Customer service or operations experience in banking or financial services involving money movement, credit cards, or mortgages is ideally preferred.

About the Company

Questrade Financial Group

Provides low-cost online investing for individuals

Questrade Financial Group provides low-cost online investing services to individual investors in Canada. It offers diversified ETF portfolios, actively managed accounts, and self-directed trading, all through a secure online platform. Customers can participate by choosing pre-built ETF portfolios or managing their own investments, with transparent pricing and no hidden fees. Revenue comes from management fees on managed portfolios, trading commissions, and other financial services. The platform also includes educational resources like webinars and articles to help users improve their investing skills. Questrade’s goal is to help clients grow their savings and take control of their financial future using easy-to-use tools and secure services.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
1999

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