Bilingual Specialist, Account Opening - Montréal, Canada - Jarislowsky Fraser

Jarislowsky Fraser

Verified Company

Montréal, Canada

4 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 198044

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Jarislowsky, Fraser Limited is an investment management firm with over 60 years of experience conducting fundamental research and managing assets for pension funds, foundations and endowments, corporations and individuals in Canada and internationally — representing more than CA$60 billion in assets under management.

Our history and culture are rooted in investment stewardship that is expressed through an adherence to quality investing consistent with our long-standing investment philosophy and the advancement of good governance and sustainable investing.

Acting in the best interests of our clients is the cornerstone of everything we do. Headquartered in Montreal, we have offices in Toronto, Calgary and Vancouver.

Location:
Montreal

Is this role right for you? In this role you will:

Key areas of responsibilities include new account opening, online client portal, CRM support.
Monitor new account transfers, both incash and inkind, and reconcile against account statements.
Liaise with external custodian contacts and internal stakeholders to ensure timely account transfers.
Accurate set up of new accounts and review of documents in preparation for transfers and trading.
Set up of invoices and information in the system
Process client requests for online portal access and execute required set up.
Provide technical support to clients and their investment team.
Work to improve the client experience online and with the CRM tool.
Support and train users on tools and processes, with particular focus on CRM.
Further develop use of CRM by helping improve processes, inputting data and ensuring its integrity.
Assist team with ad hoc tasks such as data entry, reporting data and quality controls.

Do you have the skills that will enable you to success in this role? We'd love to work with you if you have:

Exceptional customer service and communication skills.
Highlevel of attention to detail and accuracy.
Advanced knowledge of Microsoft Office tools: Word, Excel and PowerPoint.
Previous experience with CRM, APX and Bloomberg is considered an asset.
Bachelor in Business or another related field
35 years of work experience in a similar role
High levels of selfmotivation and selfdiscipline.

Jarislowsky Fraser Limited is an equal opportunity employer which values diversity in the workplace. We are therefore happy to accommodate any individual.

If you require an accommodation in order to participate in the hiring process, please contact us to make your needs known in advance.

Scotiabank is a leading bank in the Americas

Guided by our purpose:
"for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. Jarislowsky, Fraser Limited ("JFL") is a wholly-owned subsidiary of The Bank of Nova Scotia ("Scotiabank") and operates as a distinct business division. JFL manages the portfolios of pension funds, foundations and endowments, corporations and high-net-worth individuals in Canada and internationally.