Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Lead, Client Services - Bilingual (Hybrid) role.

Rezi rewrites your resume against Broadridge's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Lead, Client Services - Bilingual (Hybrid) posting at Broadridge — free, in seconds.

About the Role

As a key connection between our organization and large bank and brokerage clients in Toronto and Montreal, you will build trusted relationships, understand client needs, and coordinate timely resolution of questions and issues. You will work across internal teams to support client satisfaction, product adoption, successful implementations, and ongoing service improvement.

Responsibilities

Serve as a primary point of contact for our large financial services clients, maintaining regular communication and ensuring client satisfaction.
Work closely with internal teams to ensure client inquiries are addressed in a timely manner and with completeness.
Conduct periodic business reviews to assess client satisfaction and align on goals, strategies, and success measures.
Ensure understanding of clients business needs and goals for alignment.
Client focal point for problem management, change management and client requests for services.
Work closely with clients to build product knowledge, demonstrate best practices, increase feature adoption, and support retention.
Reporting of contracted Service Level Agreements and incident updates.
Partner with Product and Delivery teams to coordinate successful project implementations/changes.
Guide clients through releases and changes.
Lead group demonstrations that increase client awareness and understanding of our tools and offerings.
Support Enterprise Customer Success Partners with day-to-day activities, including troubleshooting, remediation, research, reporting, and other requests.
Analyze product usage data, identify trends, and share actionable insights that will help internal teams and clients.
Identify opportunities to expand product usage in ways that align with client needs and business objectives.
Represent the client’s perspective internally, help improve the product experience, and communicate updates effectively.
Respond to client questions and issues in a timely manner, partnering with Support and technical teams as needed.
Report customer success milestones and achievements to internal stakeholders.
Find creative ways to improve processes/communication
Actively seek ways for automation of current processes to improve responsiveness including the use of Agentic AI

Requirements

At least 5 years of bilingual (French and English) experience in a customer-facing role focused on customer service
Experience building client relationships and acting as a business partner and trusted advisor.
Experience with financial services technology and products.
High level understanding of Canadian taxation and various tax slips
Work efficiently in a multi-tasking environment where high attention to detail is required.
Strong written and verbal communication in French and English, time management, and client relationship skills.
Ability to manage multiple priorities, solve problems, and work with strong attention to detail and analytical rigor.
Requires availability to work after hours and on weekends, and to participate in on-call coverage for major incidents and project implementations.
Requires attendance at in-person interviews.
Requires completion of a background check including employment verification, education verification, credit inquiry, and Canadian criminal record check.
Requires a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.

Skills

Bilingual (French and English)
Customer service
Client relationship building
Business partnering
Trusted advisor
Financial services technology and products
Canadian taxation and tax slips
Multi-tasking
Attention to detail
Written and verbal communication
Time management
Client relationship skills
Problem solving
Analytical rigor
Microsoft Office Suite
Agentic AI

Location

Toronto
Montreal

Work Type

Hybrid

Experience Level

5+ years

Education Level

Canadian Securities Course
Bachelor’s degree or equivalent

Salary/Compensations

$80,000 - $110,000 CAD

Benefits

Medical, dental, life and vision insurance.
RRSP program with company match
Paid parental leave
Competitive vacation days
Medical insurance starts immediately upon hire.

About the Company

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more.
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work.
We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Equal Opportunity

Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship.
If you require any accommodations during the recruitment process, please notify our recruitment team.