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Client Service Representative

2 months ago


Toronto, Ontario, Canada Fidelity Investments Full time

About Fidelity Investments Canada

Fidelity Investments Canada is a leading provider of mutual fund management and ETFs, dedicated to helping clients achieve their financial goals. With a focus on innovation and client service, Fidelity offers a rewarding and challenging work environment for employees to grow and succeed.

Your Role: Client Service Representative

As a Client Service Representative, you will play a vital role in supporting our clients' financial journeys. You will be responsible for assisting investors in achieving their retirement and personal financial goals by providing exceptional customer service and guidance.

Responsibilities:

  • Process financial transactions accurately and efficiently.
  • Communicate with clients to understand their needs and provide personalized solutions.
  • Resolve client inquiries and concerns promptly and effectively.
  • Maintain a comprehensive understanding of our products and services.
  • Contribute to a positive and collaborative team environment.

Qualifications:

  • Excellent communication and interpersonal skills, with the ability to build rapport with clients.
  • Strong problem-solving and analytical abilities.
  • Proficiency in financial concepts and terminology.
  • Bilingual candidates with advanced communication skills in both French and English are required for certain positions.

What We Offer:

  • Comprehensive training and ongoing support to help you excel in your role.
  • Competitive compensation and benefits package, including RRSP contributions and health benefits.
  • Opportunities for professional development and growth within the company.
  • A workplace culture that values diversity, inclusion, and collaboration.