Bilingual Advisor Service Center Representative

Jumpstart Refugee Talent - Partner • Montreal, QC

8d • Onsite

About The Position

Our employer partner, a leading investment company, is currently looking to add an experienced Bilingual (French/English) Advisor Service Center Representative to their team! This employer has been helping Canadian investors build better financial futures for over 35 years. They offer individuals and institutions a range of trusted investment portfolios and services - and they’re constantly seeking to find new and better ways to help our clients. As a privately owned company, they boldly embrace innovation in all areas as we continue to grow our business into the future. Working with them means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally. Please note all roles require working rotating shifts - Monday through Friday between 8 am and 8pm EST for our Advisor Service Centre teams.

Requirements

• College Diploma required (Recent graduates are encouraged to apply) or equivalent experience
• Bilingualism in French and English (verbal and written) is required
• 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

Responsibilities

• 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.
• You represent Fidelity as you are responsible for answering our clients’ request for information and directing them to the appropriate department when required on a timely basis.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree