About the role

Bilingual Service Solutions Unit Representative responsible for timely resolution of client account issues in financial services. Ensuring superior service to clients in their preferred language of choice.

Responsibilities

Accurately and efficiently resolve client issues or problems by providing professional service.
Act responsibly when interacting with Fidelity clients, applying practical knowledge of Fidelity products, policies, and procedures—particularly risk-mitigation practices—when resolving client issues.
Contribute to a culture of continuous improvement within the service team or division.
Help build and maintain a strong, effective team.
Enhance the client experience by understanding the significance of issues, recognizing necessary actions, and taking personal accountability to create a positive outcome.

Post-secondary diploma or equivalent work experience.
Minimum 2 years of relevant experience in mutual funds or financial services.
Bilingual (French and English) in both oral and written communication required.
One year of experience in processing/operations roles is an asset.
Canadian Securities Course (CSC) or Investment Funds Institute of Canada (IFIC) designation preferred.
Familiarity with Microsoft 365, the Internet, and relevant internal applications (AXIS, XTRACK, ConX ACE, TD Business Windows).

Comprehensive employer-paid health insurance plan that begins upon hire, including up to $5,000 per year for mental health and therapy services.
Supplemental parental leave benefits equal to 100% of salary for up to 25 weeks.
Up to $650 for home office equipment.
Generous time-off policy, including two paid days per year to volunteer with a charity of your choice.
Diversity and inclusion programs, including an active employee resource group network.
Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and incentive payments for obtaining required professional designations.