Job Purpose & Responsibilities:
- Our team is made up of individuals who take great pride in ensuring all requests received from Advisors and Dealers are handled with the highest level of care
- We are responsible for the timely and accurate account administration and trade execution of transactions on our client’s’ mutual fund retail accounts
- We contact internal and external clients to collect missing data and ensure timely resolution of problematic transactions
- Our inbound call center provides premium customer service to investment advisors, their support teams and investors
- We work directly with Advisors and provide them with the support they need to educate and plan their client’s short-term and long-term investment strategies
- Our team uses our knowledge of mutual funds and Fidelity’s products, policies and procedures to respond to inbound calls (in French and English) about account, product and general servicing questions
- Our team is made up of individuals who take great pride in ensuring all requests received from Advisors and Dealers are handled with the highest level of care
- We are responsible for the timely and accurate account administration and trade execution of transactions on our client’s’ mutual fund retail accounts
- We contact internal and external clients to collect missing data and ensure timely resolution of problematic transactions.
Skills and Qualifications:
- Post-secondary diploma or degree (upcoming graduates are encouraged to apply)
- At least 1 year of experience in customer service or administration or data entry, preferably in the financial services industry (student experience counts)
- Bilingualism in French and English (verbal and written) is required
- You are committed to providing the highest level of customer service
- You have strong written and verbal communication skills
- You are detail oriented
- You have a strong aptitude and desire to learn
- You thrive in a fast-paced, challenging, and team-oriented environment
- You embrace new technologies and enjoy working with multiple systems simultaneously
- You are flexible and adaptable and able to adjust quickly to change
- You have a desire to use your skills to solve problems to exceed client expectations
- You value feedback and can quickly apply insights and coaching to grow professionally.
Source: for more information click here.