English)

TEKsystems•Toronto, ON

1d•CA$27 - CA$27•Hybrid

About The Position

We are currently hiring a Bilingual Customer Service Representative – Investments to join a fast-paced financial services contact centre. This role is ideal for someone with strong client service experience, investment knowledge, and completion of either the Canadian Securities Course (CSC) or the Canadian Investment Regulatory Exam (CIRE). The successful candidate will act as a primary point of contact for clients, supporting inquiries related to investment accounts, trading functions, account services, and general financial service requests. This position requires strong communication skills in English and at least one of the following languages: French, Mandarin, or Cantonese, excellent attention to detail, and the ability to provide professional, accurate, and timely support in a client-facing environment.

Requirements

Fluency in English and at least one of the following languages: French, Mandarin, or Cantonese, written and verbal.
Completion of either the Canadian Securities Course (CSC) or the Canadian Investment Regulatory Exam (CIRE) is required.
Previous experience in investments, brokerage, wealth management, banking, or financial services.
Strong customer service experience, preferably within a contact centre or client-facing environment.
Strong understanding of investment products, account types, and trading-related processes.
Excellent communication, problem-solving, and interpersonal skills.
Strong attention to detail and ability to recognize risk.
Ability to work independently while meeting performance and service expectations.
Strong time-management and prioritization skills.
Completed post-secondary education is preferred.

Nice To Haves

Previous experience supporting investment or brokerage clients.
Knowledge of account types such as TFSA, RRSP, Cash, Margin, and non-registered accounts.
Experience working in a high-volume contact centre environment.
Familiarity with financial services regulations, compliance standards, and client verification processes.
Experience using financial, banking, or brokerage platforms.

Responsibilities

Respond to client inquiries by phone and email in English and French, Mandarin, or Cantonese.
Assist clients with account-related questions, trading inquiries, and investment service requests.
Provide accurate, professional, and timely support while maintaining a high level of customer satisfaction.
Use sound judgment and problem-solving skills to resolve client concerns effectively.
Follow internal policies, procedures, and compliance requirements.
Identify and escalate potential risk, compliance, or account-related concerns when required.
Maintain strong attention to detail when handling sensitive client and financial information.
Support team goals by contributing to a positive, professional, and collaborative work environment.
Identify opportunities to support client needs through appropriate referrals or service recommendations.