Infotree Global Solutions

About the Company

Infotree Global was founded in 2002 in a small office in Canton, MI, Infotree Global had a clear mission; To bring the world’s best talent together with the greatest companies producing results through continuous improvement and innovation. From those humble beginnings, Infotree Global has explosively grown from a two-person operation to a global solutions company, functioning in over 150 countries across 5 different continents.

Infotree Global proudly serves more than 250 of the Global 1000, numerous government agencies, and some of the world’s largest nonprofit organizations. Our sustained growth is attributed to our focus and commitment to our thousands of full-time professionals. In today’s market, where high-quality dedicated individuals are in demand; Infotree Global recognizes that an emphasis on understanding, achieving, and exceeding our employee’s goals, aspirations and overall experience is paramount. This “people over profits” mindset has yielded tremendous success for our employees and clients. Our employees have a vast array of assignments available across the world to help achieve and exceed their career goals and our clients have motivated, dedicated, and hardworking professionals on their team. We are here to help the best talent work with the greatest companies to produce innovative results in a variety of industries including but not limited to IT, Engineering, Clinical, Skilled Trades, Finance and Accounting.

Our mission’s success is supported by several industry awards and accolades. If you are looking for a committed and understanding partner, your search ends here.

Listed Jobs

Company Name

Infotree Global Solutions

Job Title

Account Manager Private Banking

Job Description

**Job title:** Account Manager - Private Banking **Role Summary:** Delivers superior client service to independent portfolio managers and introducing brokers. Acts as the liaison between clients and internal NBIN service and support teams, ensuring seamless communication, prompt issue resolution, and continuous service improvement. **Expectations:** - Maintain high customer satisfaction and SLA compliance. - Build strong, lasting relationships with clients. - Proactively identify and recommend process enhancements. **Key Responsibilities:** 1. Serve as the single point of contact for portfolio managers and brokers. 2. Coordinate with NBIN and National Bank departments to meet client needs. 3. Use Salesforce Service Cloud to log inquiries, escalations, and resolutions. 4. Conduct regular client meetings, document discussions, and follow up on action items. 5. Keep clients informed of new products, services, and regulatory updates. 6. Escalate issues to appropriate specialists and ensure timely resolution. 7. Provide guidance on NBIN policies, procedures, and training. 8. Represent NBIN at client meetings and business events. **Required Skills:** - Strong interpersonal, verbal, and written communication. - Client‑service orientation and problem‑solving. - Proficiency with Salesforce Service Cloud and Microsoft Office. - Ability to work independently and in a collaborative team. - Self‑starter mindset, highly motivated, enthusiastic. - Knowledge of regulatory and legal aspects of wealth management. **Required Education & Certifications:** - University degree (any discipline). - Minimum of 2 years experience in a wealth‑management service role. - Canadian Securities Course (CSC) – mandatory. - Conduct and Practices Handbook (CPH) – preferred. **Language:** - English – mandatory. - French – advantageous.

Toronto, Canada

Hybrid

25-11-2025

Company Name

Infotree Global Solutions

Job Title

Frontend Developer

Job Description

Job Title: Frontend Developer Role Summary: Design, develop, and maintain web applications using Vue.js 3. Integrate front‑end components with Java/Spring Boot REST APIs. Ensure optimal UI/UX, performance, and reliability while collaborating with cross‑functional teams and deploying containerized workloads on Azure. Expectations: - Must hold either General Clearance (GC) or United States Citizenship (USC) status. - Demonstrated ability to work independently and in teams. - Strong communication and documentation practices. Key Responsibilities: - Build and extend SPA features with Vue.js 3 and related JavaScript frameworks. - Collaborate with designers, product managers, and backend developers to deliver new features. - Consume Java/Spring Boot REST APIs securely and efficiently. - Apply UI/UX best practices to create visually appealing, user‑centric interfaces. - Write clean, maintainable, version‑controlled code (Git) and document it thoroughly. - Perform code reviews, provide constructive feedback, and improve development practices. - Optimize front‑end performance for speed and responsiveness. - Deploy and manage containerized applications (Docker/Kubernetes) on Azure Cloud. - Stay current with emerging web technologies and propose enhancements. Required Skills: - Vue.js 3 (or comparable framework) – 2+ years. - HTML5, CSS3, JavaScript ES6+ – strong proficiency. - REST API integration experience with Java/Spring Boot. - UI/UX design principles and best practices. - Version control with Git. - Problem‑solving, root cause analysis, and debugging. - Knowledge of data structures and algorithms. - Familiarity with Azure Cloud, Docker, Kubernetes (plus). - Experience with build, test, and automation tools. Required Education & Certifications: - No formal degree specified; must meet citizenship/clearance requirement (GC or USC).

Austin, United states

On site

01-12-2025

Company Name

Infotree Global Solutions

Job Title

Personal Banker

Job Description

**Job Title** Account Manager – Service Delivery **Role Summary** Deliver high‑quality, proactive client service to independent portfolio managers and introducing brokers. Act as a liaison between clients and internal support teams, ensuring timely resolution of inquiries, continuous process improvement, and adherence to service level agreements (SLAs). **Expactations** - Respond to all client inquiries within agreed SLAs. - Maintain a consistently high level of customer satisfaction. - Proactively identify and recommend service improvements. - Represent clients professionally in all interactions. **Key Responsibilities** 1. Build and nurture strong client relationships through coordinated cross‑functional collaboration. 2. Use Salesforce Service Cloud to track, manage, and document all client inquiries and escalations. 3. Conduct regular client meetings, document operational issues, perform root‑cause analysis, and ensure timely resolution. 4. Provide clients with guidance on policies, procedures, and training that impact their business. 5. Liaise with internal departments to ensure timely completion of client requests. 6. Recommend process improvements to enhance overall client experience and operational efficiency. 7. Represent clients at meetings and business functions with professionalism. **Required Skills** - In‑depth knowledge of regulatory and legal aspects of wealth management. - Proficiency in Microsoft Office and Salesforce environments. - Strong interpersonal, verbal, and written communication. - Self‑starter with the ability to work independently and collaboratively. - Energetic, highly motivated, and able to thrive in a fast‑paced, high‑volume setting. **Required Education & Certifications** - University/Bachelor’s degree with a minimum of two years’ experience in a wealth‑management service role. - Canadian Securities Course (CSC) mandatory; Conduct & Practices Handbook (CPH) a distinct asset.

Toronto, Canada

Hybrid

03-12-2025

Company Name

Infotree Global Solutions

Job Title

Investment Advisor

Job Description

**Job Title:** Account Manager **Role Summary:** Manage day‑to‑day service for independent portfolio managers and introducing brokers, acting as liaison between clients and internal support teams. Deliver high‑quality client service, resolve issues within SLA, and promote product and policy awareness. **Expectations:** - Maintain a high level of client satisfaction. - Respond to all inquiries promptly and professionally. - Provide clear communication of new developments, products, and services. - Continuously seek and recommend service‑delivery improvements. **Key Responsibilities:** - Use Salesforce Service Cloud to log, track, and close client inquiries and escalations. - Conduct regular client meetings, document service issues, and follow up on resolutions. - Coordinate with operational and support departments to ensure timely task completion. - Educate clients on policies, procedures, and training that affect their business. - Identify process gaps and recommend enhancements to strengthen client relationships. - Represent the company at client meetings and business functions. **Required Skills:** - Strong knowledge of wealth‑management structure, procedures, and regulatory framework. - Proficiency with Salesforce Service Cloud and Microsoft Office. - Excellent interpersonal, verbal, and written communication. - Self‑starter able to work independently and collaboratively in a fast‑paced, high‑volume environment. - Problem‑solving ability with a proactive, “can‑do” attitude. **Required Education & Certifications:** - Bachelor’s degree (any field) with at least 2 years experience in a wealth‑management service role. - Canadian Securities Course (CSC) – mandatory. - Conduct and Practices Handbook (CPH) – preferred.

Toronto, Canada

Hybrid

03-12-2025