Process transactions and adjustments and handle client requests accurately, professionally and in a timely manner
Acquire practical knowledge of Fidelity’s products, policies and procedures and apply them appropriately, including mitigating risks within the scope of your role
Support Fidelity’s values and the iCARE principles by adding value to the client experience, understanding what matters, recognizing what needs to be done and taking personal accountability
Contribute to meeting Customer Service requirements to achieve and maintain optimal service levels
Requirements
One to two years of customer service experience (preferably in the financial services sector)
Post-secondary diploma or equivalent work experience
Bilingual (French and English) in both spoken and written communication is required
Professional designations, licenses or certifications (IFIC or CCVM) are an asset
Practical knowledge of Transfer Agency operations policies, procedures and processes, as well as the products offered by Fidelity
Benefits
Recognized as a family-friendly employer in Canada
Listed among Canada’s Top 100 Employers
Recognized as a top employer in the Greater Toronto Area
Recognized as one of Canada’s Top Employers for Young People
Healthy workplace environment
Awards for workplace health and wellness programs
5-star employer for diversity and inclusion according to HRD Canada
5-star benefits program in 2023 according to HRD Canada
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