Bilingual Client Administrator
3 days ago
Our client is seeking a Bilingual Client Transition Administrator to join their Operations team in a dynamic and fast-paced environment. Reporting to the Senior Manager of the Transitions Team, this role focuses on delivering high-quality customer service by managing all aspects of onboarding new advisors. This position requires strong bilingual communication skills in English and French and a commitment to maintaining an exceptional customer experience throughout the onboarding process.
Roles and Responsibilities
1. New Advisor Onboarding:
- Resolve escalations related to new advisor transitions promptly and accurately.
- Apply strong business acumen and investigative skills to address issues with urgency and exceptional service.
2. Documentation and Compliance:
- Navigate and manage essential business processes, including documentation requirements, product knowledge, and CIRO-governed systems.
- Maintain client onboarding data accuracy to ensure seamless advisor access to digital client packages.
3. Collaboration and Communication:
- Collaborate with internal and external partners to gather necessary information and facilitate efficient workflows.
- Coordinate with impacted teams, provide timely updates, and ensure task completion to enhance the client experience.
4. Account Management:
- Oversee tasks related to client setup, including banking arrangements, transfers, income profiles, systematic events, and managed accounts, while meeting SLAs.
- Update account information and ensure compliance with CRA and IRS residency certification requirements.
5. Client Preferences and Notifications:
- Manage and update client preferences for e-delivery, statements, confirmations, and tax forms, ensuring smooth communication.
Qualifications and Skills
- Bilingual proficiency in English and French (required).
- Post-secondary education or equivalent experience.
- Previous experience in brokerage operations or advisor onboarding transitions.
- Strong communication, organizational, and problem-solving skills.
- Exceptional attention to detail and ability to work independently and collaboratively in a team environment.
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