Bilingual Financial Services Representative

3 days ago


Montréal, Canada CI Financial Full time

**ABOUT US**

CI Global Asset Management is one of the country’s largest investment fund companies. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group of financial services firms.

**POSITION**:Bilingual Financial Service Representative (FSR)

**LOCATION**:Remote Opportunity - Work From Home (Anywhere Within Canada)

**STATUS**:Part-Time (15-20 hours per week, Monday-Friday)

**JOB OVERVIEW**

Acting as the front-line of the company, these individuals project an excellent image of the company through providing timely, professional, accurate and courteous service when interacting with stakeholders via inbound phone calls.

IMPORTANT NOTICE ABOUT FULL TIME TRAINING REQUIREMENT

This will be a part-time position offering excellent personal flexibility, however, individuals will need to be available on a full-time basis from 9 am - 5 pm Eastern Time, (Monday - Friday), during the initial 6-week training program, which will begin on the employment start date. Upon the successful completion of training, individuals will then switch to part-time hours, and will work between 0 and 20 hours per week, with a target of approximately 15 hours per week, however noting, that hours are not guaranteed, and may also fluctuate on a week to week basis with more hours during peak call volume periods, and fewer hours during non-peak call volume periods. Shifts will be scheduled in advance, based on individuals’ availability and business needs, and will be assigned between 8 am and 8 pm Eastern Time, Monday-Friday.

**WHAT YOU WILL DO**
- Ensure a positive client experience is delivered by providing high quality customer service to new and existing clients
- Investigate and research account-related issues and determine the appropriate actions that need to be taken to achieve resolution to such issues
- Ensure that follow-ups are resolved within a timely manner and all service level agreements are met
- Liaise with internal and external business units to effectively process and/or complete the request
- Assist with special projects/tasks as assigned by management

**WHAT YOU WILL BRING**
- Fluency in English and French (verbal and written)
- Exceptional verbal and written communication skills
- Excellent organizational and interpersonal skills
- Strong analytical and problem solving abilities
- Self-motivated, proactive, independent in solving problems
- Strong business acumen with solid analytical skills and conceptual thinking
- Ability to thrive in a fast-paced environment
- Previous experience in the Mutual Fund industry and/or customer service role is considered an asset
- Post-secondary education
- Completion of, or enrollment in, the IFIC Funds course or the CSC, considered an asset

**WORKING CONDITIONS**
- Work-from-home environment
- Shift work: 15 - 20 hours per week, Monday - Friday

**WHAT YOU CAN EXPECT FROM US**

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback

If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking “**Apply**”.



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