Bilingual Senior Service Representative supporting BMO’s lending operations and loan servicing. Processing transactions, documentation, reports, and stakeholder requests for banking clients.
About the role
- Investor Centre Specialist providing bilingual service to Fidelity’s clients in Canada. Handling account inquiries and supporting service requests through multiple communication channels.
Responsibilities
- Delivers an Effortless & Courteous Client Interaction.
- Responds to account, product, and general service inquiries from existing and prospective clients using an omni-channel platform.
- Mentoring front-line staff, including leading huddles.
- Spearheading investor initiatives to improve client data collection processes.
- Builds and maintains strong relationships with each client by employing strong communication and interpersonal skills.
- Provides accurate product, policy, and procedure information to callers.
Requirements
- Minimum 1 year of experience in a call centre environment in financial services.
- Completion of post-secondary education or equivalent work experience.
- Bilingualism in English and French (verbal & written) is required.
- Designations, Licenses, or Accreditations IFIC or CSC is an asset.
Benefits
- RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
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