Bilingual Client Experience Lead - French/English

CI Financial; Toronto; Hybrid; CAD 55,000 - 95,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness programs

Retirement savings plans

Paid holidays and vacation time

Flexible & Hybrid Work Program

Employee Share Purchase Program (ESPP)

Corporate Discount Program

Fitness membership discounts

Job summary

A financial services company in Toronto is looking for a Bilingual Client Experience Manager to lead a service team in providing exemplary support to financial advisors. The ideal candidate has 3-5 years of client service experience in investment or banking environments and must be fluent in both French and English. This role involves managing a client service team, collaborating with various departments, and addressing complex client inquiries, contributing to a positive client experience. The company offers a competitive salary range of $55,000 to $95,000 along with benefits and a hybrid work model.

Qualifications

• 3-5 years of experience providing client service in investment or banking.
• Must be fluent in French and English.
• Completion of CSC and CPH courses or commitment within 12 months.

Responsibilities

• Manage an assigned client service team and ensure performance.
• Support Advisors in process-related matters.
• Deal with back office for documentation and issues.
• Collaborate across the organization for daily activities.
• Process financial transactions related to Dealer activities.
• Raise and track clients or operational issues.
• Escalate matters promptly and proactively.
• Work on project-specific tasks and initiatives.

Skills

Client service experience

Bilingual (French and English)

Analytical skills

MS Office skills

Creative problem-solving

Interpersonal skills

Education

Post-secondary education

Tools

MS Office (Outlook, Word, Excel)

Job description

A financial services company in Toronto is looking for a Bilingual Client Experience Manager to lead a service team in providing exemplary support to financial advisors. The ideal candidate has 3-5 years of client service experience in investment or banking environments and must be fluent in both French and English. This role involves managing a client service team, collaborating with various departments, and addressing complex client inquiries, contributing to a positive client experience. The company offers a competitive salary range of $55,000 to $95,000 along with benefits and a hybrid work model.