Registered Plans Account Manager Montreal
Infotree Global Solutions • montreal, Canada
Role Description
Join a leading brokerage as a Registered Plans Account Manager in Montreal. Leverage your expertise with RRSPs, RESPs, and TFSAs while ensuring client satisfaction and support.
This 6-month role focuses on building strong client relationships in the financial services sector. You will dive into the structure and procedures of registered plans, ensuring a high standard of customer service. Responding to client needs and enhancing service delivery through process improvements are critical aspects of this position.
Key Responsibilities:
• Understand registered plan structures (RRSP, RESP, TFSA)
• Maintain strong client relationships through effective communication
• Resolve client issues promptly and recommend enhancements
• Liaise with operational sectors for effective task completion
• Provide policy advice and training for registered plans
Requirements:
• University degree with 2+ years in brokerage services
...
This 6-month role focuses on building strong client relationships in the financial services sector. You will dive into the structure and procedures of registered plans, ensuring a high standard of customer service. Responding to client needs and enhancing service delivery through process improvements are critical aspects of this position.
Key Responsibilities:
• Understand registered plan structures (RRSP, RESP, TFSA)
• Maintain strong client relationships through effective communication
• Resolve client issues promptly and recommend enhancements
• Liaise with operational sectors for effective task completion
• Provide policy advice and training for registered plans
Requirements:
• University degree with 2+ years in brokerage services
...