Bilingual Account Manager

Bilingual Account Manager – Wealth & amp; Brokerage Services (Toronto or Montreal)

Contract: 6 Months + Potential to Convert | $25–$30/hr

Hybrid | 4 Days In-Office and 1 day work from home | Business Professional Attire

We are seeking an enthusiastic and service‑driven Account Manager to join a leading Canadian brokerage services provider that supports independent Portfolio Managers and IIROC‑registered Introducing Brokers across the country. This role is part of a collaborative Service Delivery Team responsible for providing exceptional day‑to‑day support to a portfolio of wealth management clients.

This is an excellent opportunity for a new graduate or early‑career professional with a strong foundation in investments, registered plans, and client service—especially those looking to grow within the wealth management industry.

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 check‑ins, documenting service issues, tracking progress, and ensuring timely follow‑through.
• Support a wide range of operational workflows, including trades, settlements, transfers, reorgs, and system access.

What We’re Looking For

Education Credentials

• Degree in Economics, Finance, Business, or a related field.
• CSC, CPH, or IFIC completed or in progress is preferred but NOT required.

Experience

• 1–2 years in investment or wealth management (brokerage, teller, middle office, advisory support, etc.).
• Hands‑on exposure to:
  • Registered plans
  • Mutual funds
  • Transfers
  • Estates
  • General wealth products

Skills & Competencies

• Strong communication skills in English and French (verbal & written).
• Proven ability to deliver exceptional customer service.
• Comfort working under SLAs and managing competing priorities.
• Detail‑oriented, proactive, and solutions‑focused.
• Able to drive process improvements and suggest operational enhancements.

Work Environment

• Location: Toronto or Montreal (open to either).
• Schedule: Monday–Friday
  • 8:30 AM–5:00 PM or
• 9:30 AM–6:00 PM
  • Punctuality is essential—team members are expected to arrive 15 minutes early.
• Training: Comprehensive 3‑week classroom‑style training with a cohort of new hires.
• On‑Site Requirement: 3 days per week, business professional dress code.
• Team Structure: Part of a newly enhanced service model—teams include specialization areas such as transfers, registered plans, mutual funds, and estates. This position joins the generalist stream.

Why This Role Is Great

• Opportunity to gain hands‑on experience with a broad range of wealth products.
• High visibility with sr. internal teams and external clients.
• Strong potential for long‑term advancement within the brokerage and wealth management space.
• Supportive, structured training program and team environment.

This is a Contract position based out of Toronto, ON.

The pay range for this position is $27.00 - $30.00/hr.

This is a hybrid position in Toronto,ON.

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.

Ordonnance sur l’égalité des chances de San Francisco: Conformément à l’Ordonnance sur l’égalité des chances de San Francisco, pour tous les postes situés dans la ville et le comté de San Francisco, nous examinerons les candidatures des personnes qualifiées ayant un casier judiciaire ou des antécédents criminels.

Utilisation de l’intelligence artificielle (IA): Nous pouvons utiliser l’intelligence artificielle (IA) pour soutenir certaines étapes de notre processus d’embauche, notamment la recherche, la présélection et l’évaluation des candidatures. L’IA aide à analyser les candidatures et les qualifications, mais les décisions finales sont prises par notre équipe de recrutement. En soumettant votre candidature, vous reconnaissez et acceptez que celle-ci puisse être examinée à l’aide d’outils d’IA.

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.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.econnaissez et acceptez que celle-ci puisse être examinée à l’aide d’outils d’IA.