Customer Support Advisor, Bilingual in French and English

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

📋 Description

• Conduct outbound calls to BMO InvestorLine clients to obtain missing documents and clarify requirements.

• Follow up on applications that are incomplete and on missing documentation.

• Address client inquiries, issues, and requests in a professional and timely manner.

• Review submitted documents, identify deficiencies, and assist clients on the next steps.

• Oversee client interactions from start to finish and resolve or direct requests to the appropriate internal teams.

• Elevate complex or unresolved issues to senior team members.

• Record client interactions and updates in accordance with established procedures.

• Ensure confidentiality of client and bank information is maintained.

• Monitor and report any suspicious activity in compliance with AML requirements.

• Adhere to AML, Terrorist Financing, FCAC consumer provisions, the Privacy Act, and other regulatory standards.

• Keep updated on internal processes, policies, and relevant changes.

• Complete assigned tasks within set guidelines and escalate issues as necessary.

⛳️ Requirements

• Generally, 1–2 years of relevant experience.

• Post-secondary education in a related field is advantageous.

• Proficiency in spoken French and English.

• A high school diploma or equivalent work experience is required.

• Strong organizational, collaboration, and teamwork skills.

• Basic knowledge of risk management and compliance practices.

• Familiarity with BMO InvestorLine products and services is a plus.

• Progress towards the Canadian Investment Regulatory Exam (CIRE) via CIRO is preferred.

• Availability to work from 8:00 AM to 8:00 PM EST, Monday to Friday.

• Commitment to 37.5 hours per week.

🏝️ Benefits

• Full remote work, including training sessions.

• Comprehensive health insurance.

• Tuition reimbursement program.

• Accident and life insurance coverage.

• Retirement savings plans.

• Extensive training and coaching provided.

• Support from management.

• Opportunities for networking.

• Accommodations available upon request during the selection process.