Bilingual Client Service and Support Representative (French and English)

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.

More Information

  • Experience 1-3 Years
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Company Information
  • Specialism Brokers / Consulting
  • Address 245 Summer St Boston, MA 02210 United States
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