Client Service and Support Representative, Bilingual
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Job Description
Remote client service representative processing mutual fund transactions and supporting advisors and investors. Fidelity Investments Canada provides mutual fund and ETF management services.
Responsibilities:
- Process account administration and trade execution for financial and non-financial transactions across mutual fund retail account types
- Contact internal and external clients to resolve not-in-good-order transactions promptly
- Provide exceptional inbound contact-centre customer service to investment advisors, support teams and investors
- Support advisors and investors with short-term and long-term investment strategy education and planning
- Work in Processing or Advisor Service Centre teams within Fidelity Investments Canada
Requirements:
- College Diploma required or equivalent experience
- Strong communication skills in English (verbal and written)
- Strong communication skills in French (verbal and written) considered an asset
- Bilingualism (French and English) required for applicants within Quebec
- Passion for delivering exceptional client experience
- Strong desire to learn and grow
- Collaboration, diversity and belonging mindset
- Flexible and adaptable
- Analytical and critical thinking skills to solve client problems
- Willingness to embrace new technologies
- Detail oriented
- Current work authorization for Canada required
- Ability to work rotating shifts Monday through Friday between 8 am and 8 pm EST
- Contract availability through April 30, 2027
Benefits:
- Flexible 100% remote schedule
- Opportunities to grow and develop your career
- Inclusive and supportive work environment
- Accommodation during the application process
- Recognition through employer awards and designations
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