Registered Plans Specialist in Montreal
Infotree Global Solutions • longueuil, Canada
Role Description
Enhance your career as a Registered Plans Specialist in Montreal, QC, focusing on client relationships and operational excellence. This six-month engagement combines expertise in registered plans with dynamic client interactions.
As an Account Manager, you will play a vital role in managing registered plans like RRSPs and TFSAs. Your client-centric approach is essential, guiding clients through new developments and ensuring superior service delivery. Collaborating with various internal teams, you will not only resolve issues but also recommend improvements for better outcomes.
Key Responsibilities:
• Understand registered plan structures and procedures
• Build and maintain strong client relationships
• Ensure high customer service and satisfaction
• Resolve client issues promptly and effectively
• Advise clients on policies and procedures for registered plans
Requirements:
• University degree with 2+ years in a ...
As an Account Manager, you will play a vital role in managing registered plans like RRSPs and TFSAs. Your client-centric approach is essential, guiding clients through new developments and ensuring superior service delivery. Collaborating with various internal teams, you will not only resolve issues but also recommend improvements for better outcomes.
Key Responsibilities:
• Understand registered plan structures and procedures
• Build and maintain strong client relationships
• Ensure high customer service and satisfaction
• Resolve client issues promptly and effectively
• Advise clients on policies and procedures for registered plans
Requirements:
• University degree with 2+ years in a ...