Fidelity
financial services
Représentantoureprésentantebilingue,Unitédessolutionsdeservice/ServiceSolutionsUnitRepresentativeBilingual
“Représentant ou représentante bilingue, Unité des solutions de service / Service Solutions Unit Representative Bilingual at Fidelity. Skills: Bilingualism (English and French), client account problem resolution, financial and non-financial corrections investigation and resolution. Timely and accurate resolution of client account problems. Research, analysis and adjustment of all problems/errors”
What You'll Achieve.
Timely and accurate resolution of client account problems; Add value to the client experience by understanding what's important, recognizing what needs to be done and taking personal accountability for creating a positive "moment of truth"
Industry & Context.
Ability to make sound, prudent judgement calls for the resolution of client issues; analytical skills; detail oriented
Must have authorization to work in Canada, Contract/secondment until June 30, 2027
What They're Looking For.
Must Have
Minimum 2 years related work experience in the mutual fund or financial services industry, Bilingualism (English and French) (verbal & written) is required
Nice to Have
1+ years Processing experience is an asset, Canadian Securities Course (CSC) and / or Investment Funds Institute of Canada (IFIC) designations is an asset
What You'll Do.
Timely and accurate resolution of client account problems
analysis and adjustment of all problems/errors
accurate and timely customer service in the resolution of client problems or issues
Accurately apply knowledge of Fidelity products
policy and procedures
along with appropriate risk mitigation during the resolution of client issue/problem
Contribute to the environment of Continuous Improvement at the department and divisional level
Contribute to building a strong
Add value to the client experience by understanding what's important
recognizing what needs to be done and taking personal accountability for creating a positive "moment of truth"
How You'll Work.
Team & Collaboration
Contribute to building a strong, effective team; Works equally well independently and as part of a team
Communication Scope
Excellent interpersonal and communication skills (verbal and written)
Applying for this Représentant ou représentante bilingue, Unité des solutions de service / Service Solutions Unit Representative Bilingual role?
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