Bilingual Mutual Fund Account Manager

Elevate your financial services career as a Bilingual Account Manager – Mutual Fund Specialist in Toronto. This hybrid role blends client relationship management with expert mutual fund operations.

Located in Toronto, ON, this position requires a university degree and at least two years of experience in brokerage or finance. You will engage with clients, resolve issues, and develop strong relationships. A strong knowledge of industry regulations and mutual fund operations is essential for success.

Key Responsibilities:

• Understand mutual fund dealer operations thoroughly

• Develop strong client relationships and provide exceptional service

• Resolve client issues quickly and recommend process improvements

• Act as a liaison between clients and internal teams

• Provide guidance on policies, procedures, and required training

Requirements:

• University degree and 2+ years in financial services

• Solid knowledge of mutual fund operations

• Canadian Securities Course (CSC) is an asset

• Bilingual communication skills in English and French

• Strong interpersonal skills and ability to work independently

Bring your bilingual skills and mutual fund expertise to enhance client experiences in this collaborative environment.
#J-18808-Ljbffr