Représentant ou représentante bilingue, Unité des solutions de service / Service Solutions Unit Representative Bilingual
Core
Resolve account issues and financial errors for Fidelity Canadian investors via a dedicated Service Solutions Unit.
Role type
Senior IC customer service representative (financial services)
Builds
Accurate account corrections and client support for Fidelity's investment portfolios
Domain
Financial services / Mutual funds
Deliverable
client delivery
Required skills
Account issue resolution, financial product knowledge, regulatory compliance, risk mitigation, analytical problem solving, detail orientation
Preferred skills
Securities trading course (CCVM) or IFIC designation, 1 year processing experience
Technologies
Microsoft 365, AXIS, XTRACK, ConX ACE, TD Business Windows
Responsibilities
Resolve client account problems accurately and efficiently, apply product and policy knowledge to mitigate risks, contribute to continuous service improvement, enhance client experience through personal accountability
Seniority
Mid-level, hands-on IC