Trading Central

Customer Success Account Manager for North America Region

📍 Location
ottawa, on
⏰ Job Type
Full-time
📅 Posted
June 04, 2026
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Job Description

Elevate your career as a Customer Success Account Manager. Leverage your expertise in financial services and exceptional communication skills to support clients throughout their journey in North America.

This role seeks a passionate Account Manager with more than 5 years in financial services, particularly with brokers or banks. Your problem-solving mindset will help address client needs effectively. Engage with high-profile customers while managing product campaigns and maintaining CRM records for optimal service delivery.

Key Responsibilities:
• Engage regularly with North American clients
• On-board clients and ensure journey success
• Develop effective product campaigns and solutions
• Maintain accurate client records in our systems
• Handle client inquiries and escalate accordingly

Requirements:
• 5+ years of financial services experience
• Relevant higher education is required
• Exceptional wri...

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