Bilingual Customer Service Representative

Job CategoryCustomer Service
Position TypeFull Time
Application Deadline December 31, 2021
Experience Required2 years
Job DurationPermanent
Education RequiredCollege Diploma

Bilingual Customer Service Representative
Office Location – Montreal
Permanent Role / Working Remotely (4 days from home + 1 day in the office)
This role offers an attractive salary + benefits + RRSP Match Up + Education Reimbursement, including the opportunity to work with a global investment firm with prestigious branding!
This is a ‘100% remote’ (work from home) role, however you may be required to go to the DT office in Montreal, once a week when ‘the return to work program’ begins.

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. There will be 5-6 weeks intensive training provided, before start date.


• 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

• 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

• University – College education
• Financial background – this can be any type of financial background from working in bank, investment house etc. or a degree in Finance
• Call Centre experience
If you are interested in the above opportunity, and you meet the above criteria, please contact me at your earliest convenience either via email or telephone.

Audene Walker
[email protected]
MaxSys Staffing & Consulting
Halifax, NS
tel: 902-444-3305   
fax: 902-444-3306