Représentante ou représentant bilingue, Service Excellence, Service à la clientèle / CS Service Excellence Representative Bilingual
Core
Bilingual customer service representative handling account issues, account processing, and daily service requests for Canadian investors.
Role type
Customer Service Representative (Financial Services)
Builds
Account adjustments, transfer operations, and daily service support for Fidelity's Canadian investor base.
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
Bilingual communication (French/English), account processing, problem-solving, knowledge of mutual fund sector regulations, Microsoft 365
Preferred skills
IFIC or CCVM certification, prior experience in financial services
Technologies
Microsoft 365, internal Fidelity applications
Responsibilities
Process and adjust account operations, handle client requests accurately, apply product policies and procedures to mitigate risk, support business units during peak transaction periods.
Seniority
Entry to Mid-level, hands-on IC