Please login/register to apply for this job.
4 Oct 2021

Full-Time Client Service and Support Representative

Fidelity Investments Canada – Posted by fidelitycanadastaffing Anywhere

Job Description

Given the current circumstances, individuals will be fully working from home. Once business returns to normal, 100% remote or a hybrid working arrangements may be available.

We are currently hiring for multiple positions in our Processing and Service teams. Positions are available in Calgary and Vancouver.

Who We Are

Driven by our values of Trust and Integrity in everything we do, our mission is to build a better future for Canadian investors and help them stay ahead. Fidelity Investments Canada is a leader in mutual funds and ETF management. We offer a complete line of products and services to investors through a network of third-party brokers and financial advisors. Our primary goal is to support investment professionals as they endeavour to prepare their clients’ retirement and other significant life goals which demand focused financial management.

What You Will Do

Processing Team

Account administration and trade execution of transactions on our client’s mutual fund retail accounts.
Contact internal and external clients to ensure timely resolution of problematic transactions.
Advisor Service Centre Team

Provide premium customer service to investment advisors, their support teams and investors in our inbound call centre.
Work directly with advisors and investors to provide them with the support they need to educate and plan their clients’ short-term and long-term investment strategies.

What We Are Looking For

College Diploma or University degree required (Recent graduates are encouraged to apply)
At least 1 year of experience in customer service, administration, back office operations or data entry, preferably in the financial services industry (student experience counts)
Bilingualism in French and English (verbal and written) is required (for bilingual roles)

Who you are

Passion for delivering an exceptional client experience
Strong desire to learn and grow
Thrive in a workplace culture that promotes collaboration, diversity and belonging
Flexible and adaptable
Analytical and critical thinking skills to solve client problems
Embrace new technologies
Strong written and verbal communication skills
Detail oriented

What You Get

Competitive hourly rate for contract opportunities
Starting on your first day, you will receive extensive training, resources and support that will build your expertise, skills and confidence to help you succeed in your role.  It includes mutual funds and ETF foundational knowledge and training on Fidelity’s products, policies and procedures
Your manager will provide you with ongoing support and feedback to help you grow personally and professionally.
Competitive hourly rate for contract opportunities
Our work culture is award winning. It’s more than just a job here.
Please note all roles require working rotating shifts – Monday through Friday between 8 am and 6 pm EST for our Processing team or between 8 am and 8 pm EST for our Advisor Service Centre.

How to Apply

Client Service and Support Representative (Bilingual or Unilingual) (   Apply directly on our website.

Job Categories: LGBT. Job Types: Full-Time. Salaries: 40,000 - 60,000.

Job expires in 24 days.

53 total views, 1 today

Apply for this Job