06 Sep
|
Kelly Services (Canada
|
Toronto
06 Sep
Kelly Services (Canada
Toronto
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.
📌 Bilingual Account Manager for Registered Plans (Toronto)
🏢 Kelly Services (Canada
📍 Toronto