Account Specialist managing key client relationships for leading automotive financing solutions company. Focused on product support and partner growth in a collaborative team environment.
FC
Hybrid Service Center Advisor, Bilingual, Contract / Représentant(e) bilingue, Centre de services aux conseillers, contrat
Posted 2 months ago
About the role
- Bilingual advisor providing inbound support to Canadian investment advisors at Fidelity Investments Canada. Delivering client service, product education, and routing inquiries with hybrid schedules.
Responsibilities
- Provide exceptional customer service experience to investment advisors, their support teams and investors in an inbound contact centre
- Work directly with advisors and investors to provide them with support to educate and plan their short-term and long-term investment strategies
- Answer clients’ requests for information and direct them to the appropriate department when required on a timely basis
- Represent Fidelity in client interactions and facilitate transfers to internal partners as needed
- Participate in extensive training on mutual funds, ETFs, Fidelity products, policies and procedures
- Work rotating shifts Monday through Friday between 8am and 8pm EST for Processing and Advisor Service Centre teams
- Work on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement
Requirements
- College Diploma required (Recent graduates are encouraged to apply) or equivalent experience
- Bilingualism in French and English (verbal and written) is required
- Current work authorization for Canada is required for all openings
- Passion for delivering an exceptional client experience
- Strong desire to learn and grow
- Thrive in a workplace culture that promotes collaboration, diversity and belonging
- Flexible and adaptable
- Analytical and critical thinking skills to solve client problems
- Embrace new technologies
- Strong written and verbal communication skills
- Detail oriented
Benefits
- Flexible working arrangements - 100% remote, hybrid, and in office options
- Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
- Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy
- Parental leave top-up to 100% of your salary for a period of 25 weeks
- Up to $650 for home office equipment
- Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
- Diversity and inclusion programs, including an active network of Employee Resource Groups
- Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation
- Starting training, resources and support (including mutual funds and ETF foundational knowledge)
- Group RRSP contributions
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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