Bilingual Account Manager

TEKsystems•Montreal, QC

4d•CA$27 - CA$30•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.
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.

Nice To Haves

CSC, CPH, or IFIC completed or in progress.

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.