About this role

Process and adjust transactions and handle client requests accurately, professionally, and in a timely manner
Acquire a working knowledge of Fidelity’s products, policies, and procedures and apply them appropriately, including mitigating risks within the scope of your role
Uphold Fidelity’s values and the iCARE principles by adding value to the client experience, understanding what matters, recognizing what needs to be done, and taking personal ownership
Contribute to meeting Customer Service requirements to achieve and maintain optimal service levels

1–2 years of customer service experience (preferably within financial services)
Post-secondary diploma or equivalent work experience
Bilingual (French and English) in both spoken and written communication is required
Professional designations, licenses, or IFIC or CCVM accreditations are an asset
Working knowledge of policies, procedures, and processes related to Transfer Agency operations, as well as Fidelity’s product offerings

RRSP contributions: After six months of employment, we invest in your future by contributing to a Registered Retirement Savings Plan (RRSP) on your behalf, with no employee contribution required.

Bilingual Customer Service Representative

Key skills