Client-Focused Account Manager Montreal
Kelly Services (Canada • winnipeg, Canada
Role Description
Elevate client relationships as an Account Manager in Toronto or Montreal, earning $32/hour. Utilize your expertise in registered plans to support top financial professionals across Canada.
This contract role is pivotal for delivering exceptional client service in a mid-office team. You will build strong client relationships, provide guidance on RRSP, RESP, TFSA, and RDSP plans, and ensure seamless collaboration with internal teams. Proactive resolution of client issues and continuous process improvement are key aspects of this role.
Key Responsibilities:
• Build robust relationships with clients as a trusted contact
• Provide expert guidance on registered plans and policies
• Collaborate with internal teams to ensure seamless service
• Resolve client issues proactively and efficiently
• Identify process improvements for a better client experience
Requirements:
• 2+ years’ experience in brokerage or financial services
• Solid knowledge of industry regulati...
This contract role is pivotal for delivering exceptional client service in a mid-office team. You will build strong client relationships, provide guidance on RRSP, RESP, TFSA, and RDSP plans, and ensure seamless collaboration with internal teams. Proactive resolution of client issues and continuous process improvement are key aspects of this role.
Key Responsibilities:
• Build robust relationships with clients as a trusted contact
• Provide expert guidance on registered plans and policies
• Collaborate with internal teams to ensure seamless service
• Resolve client issues proactively and efficiently
• Identify process improvements for a better client experience
Requirements:
• 2+ years’ experience in brokerage or financial services
• Solid knowledge of industry regulati...