Bilingual Client Service Representatives

Job CategoryCustomer Service
Position TypeFull Time
Application Deadline January 1, 2022
Experience Required1 year
Job DurationPermanent
Education RequiredBachelors

Are looking for an exciting opportunity to take your career to the next level and be a champion for delivering first-class customer service!

Our client in the asset management space is looking for experienced Bilingual Client Service Representatives who have a passion for investments and genuinely enjoy providing exceptional customer service to Financial Advisors and Investors.

Please note that this role will be fully remote until March 2022. After March 2022, you will work remotely up to 4 days per week and work out of their corporate office a minimum of 1 day per week.
About the Role
By connecting, caring, and providing an exceptional end-to-end client experience, the Client Services team plays an integral role in ensuring their investors succeed. The team is looking for experienced and dynamic individuals that can help them achieve their mandate. You can expect a supportive and collaborative environment where they develop and promote talent and always strive to succeed.
Your Responsibilities
• Be the primary contact for advisors/investors to provide insight/solutions for an account, transactional, procedural, and product queries, primarily over the phone, in accordance with established Service Level Standards
• Resolve customer requests that you are accountable for and interface with other parts of the organization, as needed
• Maintain a high level of professionalism with clients and work to establish a positive rapport with every caller
• Be able to work rotating shifts, between 8 AM and 8 PM, Monday to Friday
• Maintain up to date knowledge on the products, services, policies, and procedures to provide accurate and complete information to advisors/investors
• Actively participate in building a supportive team environment that fosters positivity and engagement
Your Qualifications
• Post-secondary education and preferably completed the Canadian Securities Course and/or applicable IFIC courses
• A passion for delivering great customer service and desire to be part of a team that succeeds and be willing to do your part to ensure that success
• 1 to 3 years’ experience in a contact center role, with a financial services company or fund company that distributes via financial advisors or with a fund company service provider
• Excellent communication skills, listening and writing skills combined with a genuine desire to serve the customer
• Ability to communicate in English and French
• Be a self-starter that leverages opportunities to improve your skills and capabilities that you can utilize to build your personal brand
• You can easily navigate between different computer applications and multi-task while having a great conversation with customers
• You can problem solve and work well under pressure
Please share your resumes at
[email protected]