Représentant bilingue du service aux invités chez Cineplex, entreprise de divertissement et de cinéma. Réponse aux clients par téléphone, courriel et clavardage, avec résolution au premier contact.
MM
Associate Specialist, Dealer and Investor Services – Bilingual
Posted 3 months ago
About the role
- Associate Specialist handling bilingual Sales inquiries and supporting operations for investment products at PICTON Investments. Engaging in cross-functional collaboration and ensuring compliance in investor operations.
Responsibilities
- Support our Sales team in both French and English by responding to advisor inquiries, due diligence questionnaires, and various external communications.
- Build trusted partnerships with external service providers, ensuring smooth information flow and alignment with our service values.
- Collaborate on updates to our investment product suite, managing and executing on workflow management.
- Provide operational support, including cash flow reconciliation, across our full range of investment products, ensuring efficient and compliant processing.
- Investigate and resolve investor inquiries in both French and English, always prioritizing clear, authentic communication and client needs.
- Assist in periodic regulatory filings with accuracy, meeting multiple deadlines with professionalism.
- Engage in industry research, and competitor analysis to drive innovation and performance.
- Assist with the process for collection, verification, and accuracy of investor subscription documentation, treating every detail with care and discipline.
Requirements
- Undergraduate degree in business or a relevant field of study
- Completion of the Canadian Securities Course (CSC)
- Bilingualism in both English and French is required
- 1+ years of related experience, ideally in mutual fund trade processing or advisor/sales support
- Working knowledge of hedge fund and mutual fund operations and administrative functions
- Familiarity with ETFs and platform-traded funds is considered an asset
- Proficiency with FundSERV, Unitrax, or other trade processing systems is an asset
- Advanced Microsoft Excel skills
- Understanding of KYC/AML, FATCA, and applicable industry regulations
- Collaborative mindset with the ambition to build strong cross-departmental relationships
- Proactive work ethic with strong problem-solving skills and an honest approach to ownership
- Clear and effective communicator—both written and verbal
- Highly professional, organized, and flexible, with unwavering integrity
- Ability to thrive under pressure without compromising on detail or quality
- Working knowledge of AI tools and concepts
Benefits
- Profit sharing
- Health and wellness coverage
- Life and disability insurance
- Paid time off and holidays
- Learning and development programs
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Regional Director delivering specialized lending and commercial mortgage solutions through financial advisors. Supporting Manulife Bank’s high - net - worth clients and growing assigned - territory relationships.
Bilingual cruise reservation agent selling reservations and multi - destination travel packages for Canada’s HIS Travel. Handling customer inquiries, bookings, payments, and sales targets remotely.
Bilingual processing representative administering mutual fund accounts and executing transactions for Fidelity Canada. Resolving client transaction issues while supporting Canadian investors in a fully remote contract role.
Customer Activation Manager helping Canadian businesses activate Float’s financial operating system. Driving onboarding, spend adoption, implementation, and revenue outcomes across customer accounts.
Overnight bilingual banking advisor supporting RBC clients through phone, chat, video, and digital channels. Resolving banking concerns and delivering client - focused solutions for Canada’s largest bank.
Bilingual insurance service associate supporting RBC life and health policy clients. Answering calls and emails, explaining policies, and resolving client concerns.
Spécialiste bilingue des conflits au cabinet d’avocats canadien McCarthy Tétrault. Gérant les recherches de conflits, l’ouverture de dossiers, la conformité KYC/AML et les données de facturation.
Spécialiste bilingue des conflits pour McCarthy Tétrault, cabinet d’avocats canadien. Gestion des vérifications de conflits, dossiers clients, conformité KYC/AML et lettres de mandat à Montréal.
Bilingual client relations specialist supporting Transamerica’s Canadian WFG insurance and financial - services field operations. Resolving escalated issues, handling high - volume inquiries, and guiding users across operational systems.