Bilingual Wealth Management Associate
TEKsystems
**Our client, a major bank in Canada, is currently seeking a bilingual (English/French) Wealth Operations Associate to join their team in Montreal, QC!**
Our client is the leading choice of Introducing Brokers and Portfolio Managers looking for brokerage administration support.
The bank provides trading and custodial services to Portfolio Managers (PM), and is a Carrying Broker to IIROC registered Introducing Brokers (IB)across Canada.
Creating strong partnerships with our clients is paramount to our success. The role of Associate plays a vital part in ensuring we deliver the highest quality of customer service to our clients. The Associate role is a member of our Service Delivery Team providing day to day service to a number of independent Portfolio Managers and Introducing Brokers. The Service Delivery team act as a liaison between the client and the various support areas within the bank.
Job Description/Accountabilities:
•Possess knowledge of the structure, procedures and systems utilized within the bank's and support areas
• Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within the bank.
•Ensure that a high level of customer service is maintained with our clients by keeping them informed of any new developments, products, and all available services as they relate to their business needs
•Ensure prompt and thorough resolution of all client issues and recommend improvements in policies and procedures with the ultimate goal of continually improving our service delivery
•Act as a liaison with the various operational areas within the bank to ensure tasks are completed in a proactive and timely manner
•Conduct regular meetings with clients and document ongoing service and operational issues with respect to the client and the bank, investigate, follow and resolve
•Provide clients with guidance on bank's policies, procedures and training that directly impact their business
•Provide process improvement recommendations that will enhance the overall business relationship with clients
Qualifications:
1. 3-5 year's of investment management/ brokerage
2. Strong operational experience - Registered Plan – Transfers experience, Account opening or Estate Experience
2. strong mutual fund knowledge
3. Bilingual - French first -- strong communication - can articulate what NBIN does
4. middle office experience - need candidates who are familiar with back office / operational processing
ASSET:
CSC certification
Work Schedule
The schedule is Monday to Friday 8h30-5 or 9h30-6.
6 month contract to start with strong potential for extension OR conversion to permanent
Hybrid work model- in office 3 days and 2 at home
Location: Montreal, QC
Pay: $27 - $30/hr
Pay and Benefits
The pay range for this position is $27.00 - $30.00/hr.
Workplace Type
This is a hybrid position in Montreal,QC.
À propos de TEKsystems et TEKsystems Global Services
Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l’entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d’Allegis Group. Découvrez d’autres informations à TEKsystems.com.
Québec Numéro du permis d'agence de placement de personnel AP-2000547
About TEKsystems and TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Quebec Personnel Placement Agency Permit Number AP-2000547
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