Experienced Bilingual Client Manager in Financial Services

Position: Experienced Bilingual Client Experience Manager in Financial Services
Take your career to new heights as a Bilingual Client Experience Manager. Focus on leading teams, providing high-quality support, and managing complex inquiries for Financial Advisors.
This senior position offers a chance to influence the quality of client experiences. You will guide a capable client service team, ensuring they execute tasks to perfection while leveraging your bilingual skills to handle escalated issues. Collaborating across the organization, your role will be pivotal in facilitating smooth operations and innovative problem-solving.

Key Responsibilities:

• Lead a dedicated client support team

• Resolve complex inquiries from Financial Advisors

• Engage with back office for necessary documentation

• Collaborate on everyday operational tasks

• Actively escalate and track client issues
Requirements:

• 3-5 years of client service experience

• Fluency in English and French mandatory

• Understanding of the Canadian investment environment

• Must commit to completing CSC and CPH courses

• Strong MS Office proficiency needed
Be a crucial contributor to enhancing client satisfaction and operational efficiency in a fast-paced financial services environment.
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