Drive client success as a Bilingual Account Manager in Wealth & Brokerage Services located in Toronto or Montreal. This hybrid position emphasizes building strong relationships and managing client operations effectively.
In this 6-month contract role, you will liaise between clients and internal teams, ensuring seamless service execution. With 1-2 years in investment or wealth management, your expertise will guide clients on policies and improve processes. You will represent the organization at client meetings, fostering engagement and timely resolutions.
Key Responsibilities:
• Build relationships with Portfolio Managers and Brokers
• Liaise between clients and operational teams
• Resolve client issues with thorough follow-up
• Support operational workflows including trades and transfers
• Inform clients about new services and products
Requirements:
• Degree in Economics, Finance, or Business
• 1-2 years in investment or wealth management
• Strong Engl...