Service Delivery Representative

6 months ago

Toronto, Canada Fidelity Investments Full time

Job Description

Position - Service Delivery Representative - hybrid working pattern

Who We Are:
Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.based firms.

The Purpose of the Role

The Service Delivery team is the primary point of contact for day-to-day service delivery to Introducing Broker and Portfolio Manager clients of FCC. The Service Delivery Representative will develop and maintain excellent relationships with FCC’s clients, ensuring interactions meet our high service standards. They will act as a liaison between the client and the FCC back
- office departments as required, ensuring that defined client service levels are being met. They will respond to enquiries raised by clients. They will ensure that heightened issues are promptly escalated appropriately. Responsibilities will also include assisting team members when required, participating in projects, and producing client metrics.

What You Will Do:

- Act as the central point of contact for our IB & PM clients for all service
- related issues. Receive and respond to day-to-day inquiries/requests from clients, and manage and escalate client issues accordingly, ensuring that a complete resolution is provided to clients within defined SLAs. This includes strong knowledge of operational policies and processes in order to successfully troubleshoot issues and answer queries. An understanding of how clients interact with FCC and any special handling or unique business processes is essential. Effectively collaborates with other departments to ensure excellent service is delivered. Deliver the highest quality of customer service to our internal and external customers to exceed their expectations and create a positive experience.
- Build and enhance loyalty by reducing middle office and advisor effort in their interactions with Fidelity Clearing Canada. Promote ease of doing business for front and middle offices through product and process education.
- Use sound judgement to understand the impact of situations to the client, escalating appropriately and establishing clear communication, with the client, and facilitating the hand-off to the Service Delivery Managers as required and responding to questions in a timely manner.
- Process defined transactions as required, including account changes, fund movements, journals, and securities transfers, ensuring full adherence to FCC’s guidelines.
- Keeps apprised of the continuously evolving FCC policies procedures. Administration of the Service & Support knowledge base. There may be other duties as assigned.
- Logging of client interactions in Salesforce. This includes the Voice of the Customer Program.

What We’re Looking For:

- 3 year post-secondary diploma
- 2+ years' experience working in a client service or operations role within the financial services industry, preferably in the brokerage industry
- Solid understanding of customer service.
- Knowledge of Industry products, services and systems is nice to have.
- Strong written and oral communication.
- Completion of Canadian Securities Course would be considered an asset.

The Expertise Your Bring:

- Proven success in establishing exceptional client service.
- Ability to build credibility and rapport with clients quickly.
- Ability to communication in a clear and compelling manner.
- Knowledge of our operations offering, processes and policies including account openings, account transfers, registered products, investment products, settlements & certificate handling.
- Ability to analyze and synthesize information to identify and understand when issues need to be raised with the Service Delivery Managers; strong attention to detail.
- Ability to prioritize tasks based on clients’ needs.
- Ability to listen effectively.
- Flexibility in working with multiple clients; professional, friendly, calm demeanor, strong ability to represent FCC to our clients.
- Strong computer skills including proficiency in Office - Excel & Word, Adobe. Ability to learn systems and products quickly and gain an understanding of FCC’s product offerings.
- Salesforce usage, including case management, reporting and metrics.
- Excellent verbal and written communication skills
- Team player
- ability to foster and maintain strong working relationships and work cooperatively with others.

Current work authorization for Canada is required for all openings.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any oth

  • Delivery Representative

    1 month ago

    Toronto, Canada Truck 4 Delivery Full time

    **Overview** **92 Havenbrook Blvd, North York, ON M2J 1B2** **Duties** - Safely operate delivery vehicles to transport products to designated locations. - Load and unload items, ensuring proper handling and securing of goods during transit. - Perform heavy lifting as required, adhering to safety protocols to prevent injury. - Communicate effectively with...

  • Service Delivery Representative

    4 months ago

    Toronto, Canada Fidelity Investments Full time

    Job Description Who We Are: Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.based firms. The Purpose of the Role The Service Delivery team...

  • Reliable Delivery Courier

    4 weeks ago

    Toronto, Ontario, Canada Three Star Delivery Ltd. Full time

    About Three Star Delivery Ltd.We are a courier company with various locations in urban areas, providing reliable delivery services to our customers.Job Title: Reliable Delivery CourierThis is a permanent position that requires the candidate to work on the road, delivering various items and products to our clients. As a courier for Three Star Delivery Ltd.,...

  • Delivery Driver

    4 weeks ago

    Toronto, Canada Kopylov Delivery Enterprise Full time

    **Position: Delivery Driver with Own Vehicle (Minivan/ Cargo Van)** We are looking for Delivery Driver with own a **Minivan or Cargo Van** to join our team. You will be responsible for delivering 60-85 parcels daily. **Working Conditions**: - Schedule: 5-6 days a week. - Pay: per delivered parcel + additional bonuses. - Payment period:...

  • Customer Service Rep

    6 months ago

    Toronto, Canada Canadian Linen and Uniform Service Corp Full time

    **WHO WE ARE** Canadian Linen & Uniform Service Corp., a Vestis company, provides uniforms and related products to more than 300,000 customers across North America, in virtually every industry. From designing and manufacturing to laundering and delivering, Canadian Linen works with local and national clients to create and maintain a total uniform solution...

  • Customer Service Rep

    6 months ago

    Toronto, Canada Canadian Linen and Uniform Service Corp Full time

    **WHO WE ARE** Canadian Linen & Uniform Service Corp., a Vestis company, provides uniforms and related products to more than 300,000 customers across North America, in virtually every industry. From designing and manufacturing to laundering and delivering, Canadian Linen works with local and national clients to create and maintain a total uniform solution...

  • Relief Customer Service Representative

    4 weeks ago

    Toronto, Canada Canadian Linen and Uniform Service Corp Full time

    **WHO WE ARE** Canadian Linen & Uniform Service Corp., a Vestis company, provides uniforms and related products to more than 300,000 customers across North America, in virtually every industry. From designing and manufacturing to laundering and delivering, Canadian Linen works with local and national clients to create and maintain a total uniform solution...

  • Cartage Delivery Driver

    1 month ago

    Toronto, Canada Ministry of Public and Business Service Delivery and Procurement Full time

    Government Mail and Courier Services, Ministry of Public and Business Service Delivery and Procurement, is looking for a reliable, experienced individual to provide mail delivery services to ministries throughout the Greater Toronto Area. Note: This position is required to report to and work from the physical work location (20 Vanley Cr, Toronto) five days...

  • Customer Care Representative

    6 months ago

    Toronto, Canada Ministry of Public and Business Service Delivery Full time

    At ServiceOntario, we are committed to providing the citizens of Ontario with fast, friendly and easy access to Ontario government information and servicesonline, in person and by phone. Our vision is to make Government better through service excellence and innovation. Our Mission is to design and deliver excellent services and solutions and to champion...

  • Service Delivery Representative

    3 weeks ago

    Toronto, Canada ProResp, Inc. Full time

    **Service Delivery Representative** **Location: T**oronto ProResp **(North York, ON) **Full-time Permanent Position** 37.5hrs/week (Monday - Friday 9:00am-5:00pm + rotational on-call) **Starting rate**: $24-$25hr + benefits package + 3 weeks paid vacation. **What We Offer**: - Full time, reliable employment with consistent hours - 3 weeks paid vacation to...

  • Cartage Delivery Driver

    1 week ago

    Toronto, Canada Ministry of Public and Business Service Delivery and Procurement Full time $25 - $29

    Government Mail and Courier Services, Ministry of Public and Business Service Delivery and Procurement, is looking for a reliable, experienced individual to provide mail delivery services to ministries throughout the Greater Toronto Area. Note: This position is required to report to and work from the physical work location (20 Vanley Cr, Toronto) five days...

  • Customer Service Representative

    4 weeks ago

    Toronto, Ontario, Canada Canadian Linen Quebec Linge Full time

    Company Overview:Canadian Linen & Uniform Service Corp., a Vestis company, is a leading provider of uniforms and related products to over 300,000 customers across North America. With a history spanning over 95 years, we offer a total uniform solution that promotes teamwork and establishes a professional identity.Salary:The estimated salary for this position...

  • Multi Drop Delivery Driver

    1 week ago

    Greater Toronto Area, Canada Whiz Delivery Inc. Full time

    **Job Summary** **Responsibilities** - Safely operate delivery vehicles to transport goods to designated locations. - Load and unload products, ensuring proper handling of items to prevent damage. - Communicate effectively with customers regarding delivery schedules and any changes. - Maintain accurate records of deliveries, including logs of mileage and...

  • Delivery Driver with Own Vehicle

    2 months ago

    Greater Toronto Area, Canada Kopylov Delivery Enterprise Full time

    Position: Independent Owner-Operator (Minivan/Cargo Van) We are looking for an independent owner-operator with a Minivan or Cargo Van to join our team. You will be responsible for delivering up to 90 parcels daily. Working Conditions: - Schedule: 5-6 days a week. - Pay: per delivered parcel + additional bonuses. - Payment period: Bi-weekly. - Support...

  • Delivery Driver

    6 months ago

    Toronto, Canada Quick Messenger Service Full time

    Full job description We are seeking a reliable and experienced Delivery Driver to join our team. As a Delivery Driver, you will be responsible for transporting goods and materials to various locations in a safe and timely manner. This is a vital role in our organization, as you will be the face of our company to our customers. Deliveries range from...

  • Customer Service Sales Representative

    6 months ago

    Toronto, Canada Ace Management Group Full time

    Ace Management Group is one of Toronto's leading firms in Customer Service, Sales, and Business Development. We are dedicated to providing our clients with the utmost care and have a history of delivering profitable results and exceeding expectations in a vastly growing consulting industry. Utilizing this customer-centric and consultative approach is a...

  • Customer Service Representative

    6 months ago

    Toronto, Canada Logistic Specialty Freight Full time

    As a Customer Service Representative, you are responsible to provide outstanding service to our client's customers by; scheduling deliveries, handling general inquires, addressing concerns/issues, listening to complaints, troubleshooting problems, and communicating necessary information to our delivery crews. A typical day would include: - Contacting...

  • Service Delivery Manager

    6 months ago

    Toronto, Canada Capgemini Full time

    **About Capgemini** Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of over 360,000 team...

  • Customer Service Representative

    2 months ago

    Toronto, Canada Logistic Specialty Freight Full time

    As a Customer Service Representative, you are responsible to provide outstanding service to our client's customers by; scheduling deliveries, handling general inquires, addressing concerns/issues, listening to complaints, troubleshooting problems, and communicating necessary information to our delivery crews. A typical day would include: - Contacting...

  • Service Representative

    6 months ago

    Toronto, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...