About The Position

The incumbent of this role is required to support a team of client-facing professionals who provide service in the language of the clients' choice (French or English). At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future. Working with us 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.

Requirements

  • Working towards a university degree ideally with a focus on business
  • Bilingual in French and English (written and verbal) is preferred
  • A keen interest in the financial services industry is an asset
  • Strong customer service focus with effective listening and interpersonal skills
  • You must be currently enrolled in a registered co-op program to be considered for this position
  • You must also be available on a full-time basis for the duration of the co-op term
  • Current work authorization for Canada is required for all openings.

Nice To Haves

  • You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

Responsibilities

  • Support service distribution queues and transaction processing activities such as Account set up, non-financial requests and account features.
  • Partner with the Client Services Project Analyst or departmental SME to implement key initiatives affecting the TAP or TAPS department
  • Identify opportunities to provide value added service to our clients
  • Assist with the documentation of current end to end process flows for the departments.

Benefits

  • Competitive Pay for Specialized Talent
  • flexible, hourly compensation model
  • The undergraduate hourly rate ranges from $23.00 to $27.00, based on experience and qualifications.
  • market-aligned rates that recognize the specialized skills and agility required for this role.
  • compensation package that aligns with provincial pay transparency requirements.
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