Client Experience Manager, Bilingual

Fidelity Canada

Consultant bilingue gérant les relations clients chez Fidelity. Établissement et maintien de relations avec les conseillers et gestion des demandes opérationnelles.

Posted 6/30/2026full-timeMontreal • 🇨🇦 CanadaMid-LevelSenior💰 CA$73,000 - CA$107,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in operational policies and procedures within the financial services industry, with a strong focus on client relationship management and issue resolution. Bilingual proficiency in French and English enhances communication and service delivery.

Highest-signal resume keywords

Mutual Funds ExperienceFinancial Services Industry KnowledgeTelephone Inquiry HandlingOperations Processing ExperienceBilingual (French and English)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational Policies ExpertiseIssue ResolutionClient Relationship ManagementService Review OrganizationAction Plan Development

Soft Skills

Communication SkillsInterpersonal Skills

Certifications & Qualifications

College Diploma (Three-Year Program)

Industry Keywords

Financial ServicesMutual FundsClient ServiceOperational Procedures

About the role

Key responsibilities & impact

Establish, develop and maintain relationships with advisors and key members of their offices
Ensure resolution in accordance with Fidelity's policies and procedures
Act as an expert on operational policies and procedures within FIC
Promote and support new system and service offerings
Organize service review discussions with clients and develop action plans to resolve issues

Requirements

What you’ll need

More than three years of relevant experience in the mutual funds or financial services industry (required)
At least two years of experience handling telephone inquiries (required)
And/or at least one year of experience in operations processing or adjustments (required)
College diploma (three-year program) or equivalent work experience
Bilingual (French and English), both oral and written

Benefits

Comp & perks

Competitive compensation program
Compensation plan compliant with provincial pay transparency requirements