Contact Centre Representative – Bilingual (French, English)
CIBC US
Bilingual Customer Service Representative
Fidelity Canada
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • 🇨🇦 Canada
Visit company websiteJob Level
Junior
About the role
- Process and adjust transactions and handle client requests accurately, professionally and in a timely manner
- Acquire practical knowledge of Fidelity's products, policies and procedures and apply them appropriately, including to mitigate risks within your role
- Support Fidelity's values and the iCARE principles by adding value to the client experience, understanding what matters, recognizing what needs to be done and taking personal accountability
- Help meet Customer Service requirements to achieve and maintain optimal service levels
Requirements
- 1–2 years of customer service experience (preferably in financial services)
- Post-secondary diploma or equivalent work experience
- Bilingual (French and English) proficiency, both written and spoken, required
- Professional designations, licenses or IFIC or CCVM accreditations are an asset
- Working knowledge of policies, procedures and processes related to Transfer Agency operations
- Understanding of the department's tasks and responsibilities
- Understanding of the mutual fund industry, regulatory framework and government regulations
- Familiarity with internal applications
- Excellent analytical and problem-solving skills
- Excellent verbal and written communication skills
- Ability to multitask
- Attention to detail
- Knowledge of Microsoft 365 applications
Benefits
- Canada's Best Employers for Working Families
- Canada's Top 100 Employers
- Greater Toronto's Top Employers
- Canada's Top Employers for Young People
- Healthy workplace environment
- Venngo — Award for workplace health and wellness programs
- HRD Canada Award for Best Workplaces
- HRD Canada 5-Star Employer for Diversity & Inclusion
- HRD Canada 5-Star Employee Benefits Program (2023)
- Compassionate Company designation (Canada)
- Listed among Great Place to Work's Best Workplaces
- Great Place to Work — Best Workplaces for Women
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer servicefinancial servicesTransfer Agency operationsmutual fund industryregulatory frameworkgovernment regulationsMicrosoft 365 applications
Soft skills
analytical skillsproblem-solving skillsverbal communicationwritten communicationmultitaskingattention to detailpersonal accountability
Certifications
IFIC accreditationCCVM accreditation