Bilingual Customer Service Representative assisting clients with mutual fund operations in a fast-paced environment. Focusing on servicing English and French Advisors across Canada and ensuring high client satisfaction.
Responsibilities
Resolve advisor inquiries with a client-centered approach
Prioritize work to meet market deadlines for deposits and withdrawals
Navigate complex cases using critical thinking and problem-solving skills
Communicate effectively via email and phone with Advisors
Act as an escalation point, taking ownership of cases
Support quality checks and reconciliation of work through control reports
Collaborate with internal teams to resolve cases and improve processes
Requirements
Bilingualism (French, English, both oral and written) required
University/College diploma
Strong problem-solving and decision-making abilities
Excellent customer service skills
Mathematical aptitude and attention to detail
Ability to work in a fast-paced environment with a sense of urgency
Interest in understanding how the business works
Benefits
Flexible Benefits from the day you join to meet the needs of you and your family
Opportunity to move along a variety of career paths with amazing networking potential
Inclusive and respectful environment promoting employee well-being
Recognition by Great Place to Work® Canada as a top workplace
Certification by Excellence Canada for prioritizing employee mental health
Job title
Bilingual Customer Service Representative – Mutual Funds Operations
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