Bilingual Client Services Representative

Position Id
Toronto ON
Job Type
Contract Full-Time

Bilingual Client Services Representative
6 months - possible extension/perm conversion

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

Client Services is an inbound call Centre that offers support to external Investment Advisors, Financial Planners and Insurance Agents who sell Mutual Funds and Guaranteed Investment Funds products. Our team endeavors to exceed Advisors expectations in all areas from product information to problem resolution and works very closely with the National Sales team composed of a dedicated team of professionals, including Regional Vice Presidents and Business Development Managers.

What you will achieve in this role:

• Maintain a consistent and superior client experience
• Respond to and service inbound calls and emails initiated by our clients to achieve mutually satisfactory solution while complying with policies, practices and procedures
• Investigate research and resolve account issues with thorough follow-up as the situation requires
• Identify opportunities for the sales team through client referrals and sentiment
• Continuously promote methods to improve quality service delivery
• Contribute to qualitative & quantitative measurements of success
• Superior interpersonal and communication skills
• Strong financial market knowledge
• Consistent adherence to established audit and compliance guidelines

What you will bring to this role:

• Expert knowledge of mutual funds
• CSC/IFIC Canadian Investment Funds Course required
• Minimum 1 - 2 years client service and/or industry related experience preferred
• Familiarity with MS Word, Excel and other Windows based PC applications
• Post-secondary education required, University degree considered an asset
• Completion of IFIC Operations course preferred


• French proficiency required
• Mutual Funds experience required
• Exceptional oral and written communication skills
• Detailed oriented
• Comfortable in a multi-task environment
• Superior listening skills
• Strong analytical and problem-solving skills
• Demonstrates confidence in decision making ability
• Ability to work both independently, and within a team environment
• Willing to participate in and contribute to coaching and team activities


We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

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