Bilingual Account Agent

Role Overview

• Monitor client account-related activities and collect information to support client responses
• Collaborate with operations and IT teams when reviewing activities and processing requests
• Review incoming transfer documents to ensure they are properly completed, process the request, and follow up
• Notify partners of any outgoing transfer requests and coordinate the account transfer in accordance with the Service Level Agreement (SLA)
• Receive and direct certain daily processing activities via Aviso or other relevant parties
• Handle general inquiries by phone and email regarding processing activities
• Produce reports on client accounts and other activities as needed
• Participate in account management and other service-related tasks

Requirements

• University or college diploma in Finance, Economics, or a related field
• Excellent communication skills in both French and English required
• Successful completion of the Canadian securities course
• At least two years of customer service experience in a similar role
• Ability to effectively gather information and follow up in a timely manner
• Strong organizational skills, attention to detail, excellent time and priority management, and the ability to multitask
• Excellent problem-identification skills and ability to assist in problem resolution
• High degree of initiative, accuracy, and strong adaptability
• Exceptional customer service and interpersonal skills
• Ability to work independently
• Ability to ensure client issues are handled appropriately and escalated when necessary
• Excellent knowledge of the Microsoft Office suite and an ability to quickly master new technology

Benefits

• A competitive compensation program that rewards and recognizes individual contributions.
• Comprehensive health, dental, and insurance benefits to meet the diverse needs of our employees
• Generous vacation, wellness and fitness benefits, and supplementary parental leave options
• Employer matching contributions as part of our retirement plan
• A commitment to continuous staff development through learning and development initiatives and a training support program
• Regularly organized social events to foster teamwork