Level 3 Support Specialist providing pro - active technical support for Vista’s Cloud clients globally. Responsible for incident management and collaborating with teams for solutions.
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Hybrid Bilingual Customer Service Representative – Mutual Funds Operations
Posted 3 months ago
About the role
- 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
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