Client coordinator Jobs in Laval, QC

Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under management.

Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.

In this role you will be responsible for evaluating incoming client requests and partnering with our internal development teams to deliver swift resolutions. Ultimately, your goal is to ensure client satisfaction and empower users to fully leverage the Croesus wealth management solution.

Main Responsibilities

• Analyze, document, and prioritize technical issues (during and outside of testing cycles);
• Rigorously follow up with internal teams;
• Act as a liaison between clients and our internal teams, translating business needs into technical requirements and vice versa;
• Administer and configure existing systems;
• Analyze the feasibility of client service requests and propose optimization solutions;
• Create KPIs and document business processes;
• Document business processes and workflows;
• Coordinate and facilitate client testing sessions and post-deployment validation (MEP) on a rotational basis;
• Be available to provide on-call support on a rotational basis a few times a year, on call bonus provided

A strong proficiency in English is requires due to communication with clients outside of Quebec. The internal working language is French, so knowledge of French is necessary as well.

Requirements & Qualifications

• Bachelor’s degree in Business Administration or a relevant field;
• 1 to 3 years of experience in a similar role.
• Excellent problem-solving skills;
• Effective written and verbal communication skills;
• Customer service-oriented;
• Bilingualism (French and English) is essential;
• Ability to quickly learn new software;
• Ability to work with minimal supervision;
• Knowledge of financial markets and securities trading (CSC - Canadian Securities Course)

Why join Croesus ?

• À la carte vacations
• Annual salary + Corporate profit-sharing plan
• Hybrid work (Laval or Montreal offices)
• Proximity to Montmorency and McGill metro
• Sports program
• Gym available at our Laval head office
• Telemedicine + group insurance (super useful for the family 😉 )
• Group RRSP
• Ongoing training and development plan
• Referral bonus
• Indoor and outdoor parking & electric car charging stations
• Croesus boutique
• Beautifully renovated and spacious office
• Complimentary breakfast every morning
• Happy hours, prepared by our Croesus Life Partner (2x a month)

Are you interested in this challenge? Do you believe you have the qualities and expertise required for this position? Please complete your application today.

Although all applications are carefully analyzed, we will communicate only with those selected. Thank you for your interest in Croesus.