Client Experience Manager Bilingual (Fintech)

Location: Hybrid (Montreal). Must have current work authorization for Canada.

Salary: $73,000 – $107,000 (Annual total cash compensation)

Company

hirify.global provides individual and institutional investors with trusted investment portfolios and financial services.

What you will do

• Act as the primary point of contact for advisor offices, managing operational inquiries and escalations.
• Coordinate operational activities and serve as the subject matter expert on internal policies and procedures.
• Collaborate with internal sales and support partners to enhance client loyalty and resolve cases.
• Drive innovation by promoting new system offerings and encouraging the adoption of new operational habits.
• Lead service review discussions with clients and implement action plans to address business problems.
• Advocate for clients internally to exceed expectations and promote the company brand.

Requirements

• Bilingualism in French and English (written and verbal) is required.
• Current work authorization for Canada is mandatory.
• 3+ years of relevant experience in the mutual fund or financial services industry.
• Minimum 2 years of experience handling in-bound call inquiries.
• Minimum 1 year of experience in transaction or adjustment processing.
• Post-secondary degree or equivalent professional experience.

Nice to have

• IFIC or CSC professional designation.
• Experience with end-to-end customer relationship management.

Culture & Benefits

• Competitive compensation package including a base salary and discretionary performance bonus.
• Ranked among Canada's Top 100 Employers and certified as a Great Place To Work.
• Inclusive work environment focusing on diversity, equity, and mental wellness.
• Comprehensive 5-star benefits program.
• Opportunity to grow within a privately owned, innovation-driven company.