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Infotree Global Solutions | montreal (administrative region), Canada | Posted June 27, 2026
Position Overview
Duration: 6 Months
Location: Montreal, QC H3C 1A3
Job Description
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
- 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 various operational areas to ensure tasks are completed proactively and in a timely manner.
- Provide clients with guidance on policies, procedures, and training that directly impact their firm.
- Provide process improvement r...