Client Service and Support Representative, Bilingual

This is a fully remote position, open to applicants in Canada.

📋 Description

• Execute account administration and trade processing for both financial and non-financial transactions across various mutual fund retail account types.

• Engage with internal and external clients to swiftly address and resolve not-in-good-order transactions.

• Deliver outstanding inbound contact-centre customer service to investment advisors, support teams, and investors.

• Assist advisors and investors with education and planning related to short-term and long-term investment strategies.

• Contribute to the Processing or Advisor Service Centre teams within Fidelity Investments Canada.

⛳️ Requirements

• A college diploma is required or equivalent experience is acceptable.

• Excellent communication skills in English, both verbal and written.

• Proficiency in French (verbal and written) is considered an asset.

• Bilingualism (French and English) is mandatory for applicants located in Quebec.

• A strong commitment to providing an exceptional client experience.

• A keen desire for personal and professional growth.

• A mindset that values collaboration, diversity, and belonging.

• Flexibility and adaptability in various situations.

• Analytical and critical thinking abilities to resolve client challenges.

• Openness to embracing new technologies.

• Attention to detail is essential.

• Current work authorization for Canada is required.

• Availability to work rotating shifts from Monday to Friday between 8 am and 8 pm EST.

• Contract availability through April 30, 2027.

🏝️ Benefits

• A flexible 100% remote work schedule.

• Opportunities for career growth and development.

• An inclusive and supportive work environment.

• Accommodation provided during the application process.

• Recognition through employer awards and designations.