Hybrid Service Excellence Representative, Bilingual

Posted 2 weeks ago

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About the role

  • 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

Job title

Service Excellence Representative, Bilingual

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

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