Bilingual Account Coordinator
Found in: Jooble CA O C2 - 1 week ago
Providing high-quality service to external and internal customers. Performing account management and servicing activities for client accounts in both English and French. Interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products, ensuring request are completed in accordance with Mackenzie’s policies and procedures and compliance guidelines.
· Familiarity with back-office data processing, processes and procedures, and working knowledge of Microsoft Office is an asset.
Ability to problem solve and make decisions considering regulatory environments.
Planning and Organization: Education: Post-secondary education in Business Administration and/or related field. Bilingual (French/English)
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