Registered Plans Specialist Montreal
Infotree Global Solutions • longueuil, Canada
Role Description
Become a pivotal Account Manager specializing in registered plans in Montreal, QC. Leverage your brokerage expertise to support clients and enhance service delivery in a dynamic environment.
This 6-month role focuses on building robust client relationships while managing RRSP, RESP, and TFSA plans. You will coordinate with internal teams and maintain high customer service standards by keeping clients informed about new developments. The position requires proactive issue resolution and recommendations for process improvements to optimize client interactions.
Key Responsibilities:
• Understand registered plans' structure and procedures
• Maintain strong client relationships through effective coordination
• Ensure high customer service by relaying important updates
• Resolve client issues promptly and efficiently
• Liaise with operational sectors for timely task execution
Requirements:
• University degree with 2+ y...
This 6-month role focuses on building robust client relationships while managing RRSP, RESP, and TFSA plans. You will coordinate with internal teams and maintain high customer service standards by keeping clients informed about new developments. The position requires proactive issue resolution and recommendations for process improvements to optimize client interactions.
Key Responsibilities:
• Understand registered plans' structure and procedures
• Maintain strong client relationships through effective coordination
• Ensure high customer service by relaying important updates
• Resolve client issues promptly and efficiently
• Liaise with operational sectors for timely task execution
Requirements:
• University degree with 2+ y...