Bilingual Account Agent supporting clients in financial management services at Aviso. Collaborating with teams to ensure excellent service and operational support.
About the role
- Bilingual Service Excellence Representative processing client accounts and ensuring compliance with industry regulations at Fidelity. Involves strong communication in both French and English.
Responsibilities
- Process and adjust transactions and handle client requests accurately, professionally, and in a timely manner
- Acquire a working knowledge of Fidelity’s products, policies, and procedures and apply them appropriately, including mitigating risks within the scope of your role
- Uphold 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 ownership
- Contribute to meeting Customer Service requirements to achieve and maintain optimal service levels
Requirements
- 1–2 years of customer service experience (preferably within financial services)
- Post-secondary diploma or equivalent work experience
- Bilingual (French and English) in both spoken and written communication is required
- Professional designations, licenses, or IFIC or CCVM accreditations are an asset
- Working knowledge of policies, procedures, and processes related to Transfer Agency operations, as well as Fidelity’s product offerings
Benefits
- RRSP contributions: After six months of employment, we invest in your future by contributing to a Registered Retirement Savings Plan (RRSP) on your behalf, with no employee contribution required.
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