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Be part of an elite team that leverage their strong communication, relationship management and problem-solving skills to deliver exceptional service. In this role, your work will directly impact our advisors’ ability to support their clients in their retirement and/or other significant life goals. This leading investment firm is adding 35 additional Bilingual ( French/English) career minded individuals who bring experience in a client service /administration role and really want to learn about a career in financial services.
What You Will Do
Processing Team
- Account administration and trade execution of all financial and non-financial transactions on our client’s various mutual fund retail account types.
- Contact internal and external clients to ensure timely resolution of not in good order transactions.
Advisor Service Centre Team
- Provide exceptional customer service experience to investment advisors, their support teams and investors in our inbound contact centre.
- Work directly with advisors and investors to provide them with the support they need to educate and plan their short-term and long-term investment strategies.
What We Are Looking For
- College Diploma or University degree required (Recent graduates are encouraged to apply)
- Bilingualism in French and English (verbal and written) is required
Who you are
- Passion for delivering an exceptional client experience
- Strong desire to learn and grow
- Thrive in a workplace culture that promotes collaboration, diversity and belonging
- Flexible and adaptable
- Analytical and critical thinking skills to solve client problems
- Embrace new technologies
- Strong written and verbal communication skills
- Detail oriented
48-54k Plus Bonus and RRSP
Permanent and 9 Month Contracts
Location: Montreal OR Toronto
If interested, please email [email protected]
