Bilingual Director, Client Account Management
3 days ago
Bilingual Director, Relationship Management – International Financial Data Services (IFDS) Employment Type Permanent Address 30 Adelaide Str, East Toronto, Ontario, M5C 3G9, Canada Job Overview The Bilingual Director, Business Development & Relationship Management is an integral role focused on relationship management and business development supporting IFDS’ internal & external stakeholders. Reporting to the Senior Vice President, Business Development & Relationship Management, this role co‑manages strategic client relationships and contributes to IFDS profitability by supporting revenue generation opportunities within current and future service offerings. The incumbent also manages the delivery of services and solutions tailored to clients’ needs and project requirements, ensuring the highest quality solutions across IFDS’s service teams. Key Responsibilities Client and New Prospect Oversight Management (50%) – Develop and maintain multiple effective relationships within a client’s team, maintain a comprehensive view of client status, manage escalations, resolve key issues, provide oversight of key initiatives and projects, mitigate escalation, document and share call reports, maintain the current CRM with all opportunities and call logs, collaborate with the Account Management, Operations and SS&C teams to provide a consolidated view of clients’ accounts. Business Development & Revenue Generation (50%) – Identify solutions and revenue opportunities, maintain and develop relationships with clients/prospects, participate in solution implementation, contribute to IFDS’ profitability, progress pre‑identified proposal opportunities, engage SMEs across the organization, proactively manage the client experience, develop action plans and responses, mobilize key functions within IFDS, update Salesforce with client activities and contacts, monitor progress of action plans, identify tactical gaps and opportunities, and collaborate with internal partners. Qualifications 10+ years within the Financial Services industry in a client‑facing or relationship management role. Superior verbal and written communication skills (English and Spanish) and high‑level interpersonal skills. Flexible to travel abroad approximately 30% of the time. In‑depth understanding of mutual funds and associated products/services. In‑depth understanding of IFDS products and capabilities. Related CSI or Financial Services designation is an asset. Solid technical knowledge of IFDS applications (including iFast, IFWP, etc). Understanding of investment concepts and the ability to communicate working knowledge of investment strategies and products. Highly disciplined and motivated to succeed and contribute to the organization’s success. Demonstrates proficiency in communicating complex business solutions with clients and internal stakeholders. Expertise on iFast based solutions and product knowledge. Understanding of business and revenue models applicable to financial services. Strong interpersonal and organizational skills, excellent decision‑making and multi‑tasking abilities. Team player with evidence‑based leadership and credibility building. Highly analytical with strong attention to detail and research skills. High competency with MS Suite (Excel, Visio, Word, PowerPoint). Ability to engage internal stakeholders across functional areas. Seniority Level Director Employment Type Full‑time Job Function Business Development and Sales Industries Banking, Financial Services, IT Services, and IT Consulting #J-18808-Ljbffr
-
Toronto, Canada International Financial Data Services (IFDS) Full timeBilingual Director, Relationship Management – International Financial Data Services (IFDS) Employment Type Permanent Address 30 Adelaide Str, East Toronto, Ontario, M5C 3G9, Canada Job Overview The Bilingual Director, Business Development & Relationship Management is an integral role focused on relationship management and business development supporting...
-
CA-Managing Director
3 weeks ago
Toronto, ON, Canada LEON CYCLEManaging Director Full timePosition Title: Managing Director, Canada Reports to: Founder & CEO Location: Toronto Leon Cycle introduction: Leon Cycle started in Germany in 2014 and has steadily expanded its global presence since then; to Spain, USA, Australia, Italy, France and Canada. Our mission is to design, manufacture and sell e-bikes through various distribution channels...
-
Coordinator, Client Account Management
8 hours ago
Toronto, Ontario, Canada IG Wealth Management Full timeLocation: Montreal, Toronto or WinnipegIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Founded in 1926, Investors Group is a key part of IGM's...
-
Bilingual Service Coordinator
2 weeks ago
Toronto, Canada Bilingual Source Full timeBilingual Service Coordinator (French Required) Location: Concord, Ontario | On-site Compensation: $55,000 to $58,000 + Benefits + GRSP Introduction Are you someone who values structure, consistency, and teamwork? Our client is seeking a dependable Bilingual Service Coordinator to help manage day-to-day service dispatch operations for Quebec, while providing...
-
Client Account Manager
4 weeks ago
Toronto, Canada International Financial Data Services (IFDS) Full timeJoin to apply for the Client Account Manager (Bilingual English/Spanish) role at International Financial Data Services (IFDS) 1 day ago Be among the first 25 applicants Who We Are With its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world‑leading provider of outsourcing and technology solutions to the financial...
-
Bilingual Client Services Manager
2 weeks ago
Toronto, Canada Ayming Full timeAyming Canada is looking for a Client Services Manager to support the Director of Client Services in delivering a high-quality client experience and ensuring smooth coordination across departments. You’ll play a key support role in internal operations, client relationship management, and partner reporting—all essential to our continued success. As part...
-
Bilingual Client Service Representative
1 week ago
Toronto, Canada AGF Management Limited Full timeBilingual Client Service Representative page is loaded## Bilingual Client Service Representativelocations: Toronto, ONtime type: Full timeposted on: Posted 7 Days Agojob requisition id: R11233**About AGF:**Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in...
-
Bilingual Client Service Representative
1 week ago
Toronto, Canada AGF Management Limited Full timeBilingual Client Service Representative page is loaded## Bilingual Client Service Representativelocations: Toronto, ONtime type: Full timeposted on: Posted 7 Days Agojob requisition id: R11233**About AGF:**Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing...
-
Bilingual Client Services Manager
4 days ago
Toronto, Canada Ayming Full time**Company Description** Ayming Canada** is part of a leading international Business Performance Consulting Group, with over **1,600 employees** across **14 countries**. Our Canadian offices operate with a dynamic start-up spirit, offering the best of both worlds—global support and local expertise. Join our human-sized company based in **Toronto, Montreal,...
-
Client Accounting Administrator
1 week ago
Toronto, Canada Coughlin & Associates Full timeThe Client Accounting Administrator (Bilingual) provides administrative services to the Single and Multiple Employer Plans and does so in such a way as to enable the smooth operation and administration of the Plans. This includes answering telephone inquiries and corresponding with the employers and members of various plans on such matters as coverage,...
