About the role

As a bilingual Technical Support Representative, you’ll educate and support customers using our wealth management platform. You'll handle inquiries and escalate issues while training in various company initiatives.

Responsibilities

Respond to all front-line initial customer inquiries and issues through Zendesk to ensure a first response resolution
Escalate customer issues that require more in-depth assistance to the appropriate internal party and execute timely follow-ups for full-cycle communication
Participate in regular training on products and services, customer service, corporate and operations policies, as well as company initiatives to remain knowledgeable on all products and services to effectively support new and existing customers
Record all issues and resolutions along with feedback in Jira
Perform to meet and exceed all monthly performance metrics
Assist in creating content for our help centre in both French and English
From time to time, assist in delivering group training to customers in both French and English

Professional working proficiency of French and English - inclusive of speaking, reading, writing and comprehension
Customer facing experience where the top priority is end-user satisfaction, in a role such as customer support, onboarding, customer success or financial advising
Proven track record in being resourceful and troubleshooting
Demonstrated ability to work cross-functionally
Working knowledge of various tools (i.e., Microsoft Office, Slack, Jira, Zendesk, and Salesforce)

Learn more about life at CapIntel on our Careers page, including the virtues that inspire how we work and the perks and benefits designed to support your growth and well-being. We’re a team built on trust, respect, and collaboration. This powers everything we do and creates a space to challenge and elevate each other as we work towards our shared vision.