03 Sep
|
Kelly Services (Canada
|
Winnipeg
03 Sep
Kelly Services (Canada
Winnipeg
Become a key player as a Bilingual Account Manager in Toronto or Montreal, specializing in registered plans. Enjoy contract employment until December 31, 2026.
You will support a mid-office team dedicated to delivering exceptional client service in the financial sector. Your role involves navigating client relationships and providing guidance on RRSP, RESP, TFSA, and RDSP plans. A focus on proactive problem-solving and strong communication in both English and French will be critical for your success.
Key Responsibilities:
• Cultivate robust client relationships as a trusted advisor • Offer expert guidance on registered plans and associate policies • Collaborate with internal teams for efficient service delivery • Resolve clients’ issues quickly and effectively • Identify and implement process enhancements for better service
Requirements: • 2+ years of experience in financial or client services • In-depth knowledge of regulatory frameworks • Hands-on experience with registered plans • Bilingual proficiency in English and French • Proactive and team-oriented in a bustling environment
Apply your bilingual communication and client management skills to enhance service delivery in registered plans. #J-18808-Ljbffr
📌 Bilingual Account Manager for Registered Plans (Winnipeg)
🏢 Kelly Services (Canada
📍 Winnipeg