Bilingual Credit Portfolio Associate managing client relationships and offering credit support. Working with a diverse client base in Montreal or Mississauga at Wells Fargo.
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.
Requirements
- 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).
Benefits
- 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.
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