Bilingual Account Manager

TEKsystems • Montreal, QC

7d • Hybrid

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level