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Financial Services Representative
4 weeks ago
Job Title: Account Manager (OPERATIONS)
Duration: 5 Months with possibility of extension
Location: Montreal, Quebec, H3C 1A3
Bilingualism: French and English required
Your Role:
• Understand the structure, procedures, and systems used by and its support sectors.
• Establish and maintain strong client relationships by coordinating efforts with various internal services and divisions
• Ensure a high level of customer service is maintained with clients by keeping them informed of all new developments, products, and services related to their business needs.
• Ensure prompt and complete resolution of all client issues and recommend improvements to policies and procedures to continually enhance our service delivery.
• Act as a liaison with various operational sectors of to ensure tasks are carried out proactively and in a timely manner.
• Organize regular meetings with clients, document ongoing operational and service issues regarding the client and, investigate, track, and resolve.
• Provide clients with advice on policies, procedures, and training that directly impact their firm.
• Provide process improvement recommendations that will enhance the overall business relationship with clients.
• Professionally represent at client meetings and professional events.
Your Team:
The Account Manager is part of a dynamic team known for exceptional collaboration in an environment that fosters personal growth. You will have the opportunity to learn and develop within a team that values customer satisfaction, performance, and innovation.
Prerequisites:
• University degree with at least two years of experience in a brokerage or service role
• Knowledge of regulatory and operational aspects of the industry.
• Experience with registered plans (RESP, RRSP, RDSP etc)
• Autonomous and able to work independently and in a team.
• Highly motivated and enthusiastic individual with a positive attitude, capable of working in a high-volume, fast-paced environment.
• Strong interpersonal skills
• Strong oral and written communication skills
