Bilingual Customer Service Representative

TEKsystems • Montreal, QC

11d • CA$27 - CA$27 • Onsite

About The Position

Our client, a leading Canadian financial institution, is seeking a Bilingual Customer Service Representative to join their wealth and online investing contact centre team. This team supports customers with inquiries related to their accounts, trading functions, transfers, registered accounts, and general investment-related questions. Due to increased business volume, the contact centre is expanding its team to continue delivering a high standard of customer service and support. This is an excellent opportunity for a bilingual customer service professional with financial services or banking contact centre experience who is looking to grow within the wealth and investment space.

Requirements

• Strong bilingual communication skills in French or Cantonese or Mandarin and English, both written and verbal
• Previous customer service experience handling inquiries by phone, email, and/or chat
• 1+ years of experience in the financial services industry
• General understanding of account status, transfers, RRSPs, and investment options
• Pursuing or has obtained a CIRE, CSC, CPH, IFIC certification

Nice To Haves

• Previous wealth management or investment contact centre experience
• Banking contact centre or teller experience
• Completion of, or current enrollment in, the CSC or CIRE
• Recent education in finance, business, or a related field combined with strong communication skills
• Non-banking contact centre experience combined with CSC or CIRE credentials

Responsibilities

• Responding to customer telephone and email inquiries in a timely and effective manner
• Supporting customers with account-related questions, trade functions, transfers, RRSPs, and general investment inquiries
• Using sound judgment, discretion, and problem-solving skills to resolve customer requests
• Delivering a high-quality customer experience in a professional contact centre environment
• Identifying opportunities for cross-selling, referrals, and additional customer support where appropriate
• Contributing to a positive team culture through strong communication, collaboration, and participation
• Maintaining professionalism while handling client-facing inquiries in a fast-paced environment

Benefits

• advanced training
• ongoing support

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed