26 Bilingual ( FR/ENG ) Advisor Service Center and Operations Perm and Contract to Perm roles
Industry : Financial Services
Title : 26 Bilingual ( FR / ENG ) Advisor Service Center and Operations Representatives
Type of Roles : Permanent and 9 Month Contracts to Permanent
Location : Montreal OR Toronto. Hybrid Work Model 1 Day per Week in the Office
Bilingual (FR / EN) New Grads Are Welcome! Be part of an elite team that leverage their strong communication, relationship management and problem-solving skills to deliver exceptional service.
In this role, your work will directly impact our advisors’ ability to support their clients in their financial planning / investment goals.
This leading investment firm is adding 26 additional Bilingual ( French / English) career minded individuals who bring experience in a client service / administration role and really want to learn and excel in a career within financial services.
These roles are due to internal movement!
What You Will Do
Processing Team
- Account administration and trade execution of all financial and non-financial transactions on our client’s various mutual fund retail account types.
- Contact internal and external clients to ensure timely resolution of not in good order transactions.
Advisor Service Centre Team
- Provide exceptional customer service experience to investment advisors, their support teams and investors in our inbound contact centre.
- Work directly with advisors and investors to provide them with the support they need to educate and plan their short-term and long-term investment strategies.
What We Are Looking For
- College Diploma or University degree required (Recent graduates are encouraged to apply)
- Bilingualism in French and English (verbal and written) is a MUST
Who you are
- 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
If this opportunity interests you... please email Hayaa Yamunarasan at .
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