Lead, Client Services - Bilingual (Hybrid)
Core
Serve as a primary point of contact for large financial services clients in Toronto and Montreal, building trusted relationships and coordinating timely resolution of issues.
Role type
Senior Client Services Lead (Bilingual)
Builds
Client satisfaction, product adoption, and successful implementations for large bank and brokerage clients.
Domain
Financial Services Technology
Deliverable
client delivery
Required skills
Bilingual communication (French/English), client relationship management, financial services domain knowledge, Canadian taxation understanding, problem management, change management, data analysis, process automation.
Preferred skills
Agentic AI experience, Canadian Securities Course certification.
Responsibilities
Conduct periodic business reviews, act as focal point for problem/change management, guide clients through releases, lead group demonstrations, analyze product usage data, identify expansion opportunities, report on Service Level Agreements.
Seniority
Senior, hands-on IC
