Bilingual Account Manager
About The Position
We are seeking an enthusiastic and service‑driven Account Manager to join a leading Canadian brokerage services provider that supports independent Portfolio Managers and IIROC‑registered Introducing Brokers across the country. This role is part of a collaborative Service Delivery Team responsible for providing exceptional day‑to‑day support to a portfolio of wealth management clients. This is an excellent opportunity for a new graduate or early‑career professional with a strong foundation in investments, registered plans, and client service—especially those looking to grow within the wealth management industry.
Requirements
- Degree in Economics, Finance, Business, or a related field.
- CSC, CPH, or IFIC completed or in progress.
- 1–2 years in investment or wealth management (brokerage, teller, middle office, advisory support, etc.).
- Hands‑on exposure to: Registered plans, Mutual funds, Transfers, Estates, General wealth products
- Strong communication skills in English and French (verbal & written).
- Proven ability to deliver exceptional customer service.
- Comfort working under SLAs and managing competing priorities.
- Detail‑oriented, proactive, and solutions‑focused.
- Able to drive process improvements and suggest operational enhancements.
Responsibilities
- Build and maintain strong, professional relationships with assigned Portfolio Managers and Introducing Brokers.
- Act as the liaison between clients and internal operational teams to ensure seamless execution of service requests.
- Provide guidance on policies, procedures, and platforms that impact clients’ day‑to‑day operations.
- Ensure prompt, thorough resolution of client issues, while identifying opportunities for process improvement.
- Keep clients informed of new products, developments, and service offerings relevant to their business.
- Attend and represent the organization at client meetings and business functions.
- Conduct regular client check‑ins, documenting service issues, tracking progress, and ensuring timely follow‑through.
- Support a wide range of operational workflows, including trades, settlements, transfers, reorgs, and system access.
Benefits
- Comprehensive 3‑week classroom‑style training with a cohort of new hires.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
501-1,000 employees
