Bilingual HSPRS Clinician providing intensive case management services for migrated children and families. Supporting youth through assessments, service planning, and advocacy in community settings.
About the role
- CS Service Excellence Representative Bilingual handling client account issues at Fidelity. Providing timely support in both English and French with a focus on service excellence.
Responsibilities
- 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
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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