Bilingual Client Services Representative (EN/FR)

Toronto, Ontario

Employment Type: Temporary Industry: Administrative/Office Support Job Number: 64208

Our client, one of the major five banks, is looking to add an Bilingual Client Services Representative (English/French) to join their team for a 6 months contract!

Location: Toronto, ON
Pay Rate: $24.00/hour (Paid Weekly)
Hours of Work: Monday to Friday 8 am - 8 pm (7.5 hours)
Contract Duration: 6 months with the possibility of an extension

Must have good credit history and clear criminal record

Job Description:

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. 

  • Department Overview Asset Management Inc. is one of Canadas largest investment management firms offering an ever-expanding suite of investment management solutions.
  • The departments flexible suite of investment management solutions has been specially designed to meet the needs of institutional investors including pension funds, corporations, endowments, foundations as well as accounts for high net worth and retail investors.
  • In addition to domestic and global equity and fixed income domestic products, we also offer cash management, transition management, portable alpha strategies, hedge funds, asset mix rebalancing services and passive currency overlay strategies.

Job Responsibilities:

  • 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

Job Requirements:

  • 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
  • Expert knowledge of mutual funds
  • Familiarity with MS Word, Excel and other Windows based PC applications

Education/ Experience: 

  • Post-secondary education required, University degree considered an asset
  • CSC/IFIC Canadian Investment Funds Course required
  • 2-4 years of related experience
  • Minimum 1 - 2 years client service and/or industry related experience preferred

To apply, please click Apply Online or submit your resume by email to:

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Accommodations are available upon request to support your participation during all stages of the recruitment process.

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