Job Description
Bilingual Account Manager – Wealth & Brokerage Services (Toronto or Montreal)
Contract: 6 months with potential to convert | $25–$30 per hour
Hybrid: 4 days in‑office and 1 day work from home, business professional attire required.
What You’ll Do
- Build and maintain strong, professional relationships with assigned Portfolio Managers and Introducing Brokers.
- Act as the liaison between clients and internal operational teams to ensure seamless execution of service requests.
- Provide guidance on policies, procedures, and platforms that impact clients’ day‑to‑day operations.
- Ensure prompt, thorough resolution of client issues while identifying opportunities for process improvement.
- Keep clients informed of new products, developments, and service offerings relevant to their business.
- Attend and represent the organization at client meetings and business functions.
- Conduct regular client c...