Bilingual Financial Services Representative

4 days ago


Toronto, Ontario, Canada Altis Recruitment Full time
Job Summary

We are seeking a detail-oriented and customer-focused Bilingual Account Transfer Specialist to join our team at Altis Recruitment in Toronto.

This hybrid role involves facilitating the seamless transfer of client accounts, ensuring high levels of accuracy, efficiency, and customer satisfaction.

Key Responsibilities:
  • Manage end-to-end account transfers, ensuring compliance with company policies and regulatory standards.
  • Review and validate transfer documents for accuracy and completeness.
  • Coordinate with internal departments and external financial institutions to resolve discrepancies.
  • Act as primary point of contact for clients regarding account transfer inquiries.
  • Provide professional assistance in both French and English.
  • Communicate transfer status updates to clients proactively.
  • Maintain accurate records of transfer requests in internal systems.
  • Generate reports and summaries for management as needed.
Qualifications:
  • Post-secondary education in finance, business administration, or related field preferred.
  • 2+ years of experience in customer service, account management, or financial services, with exposure to account transfers being an asset.
  • Fluency in French and English (verbal and written) is mandatory.
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
  • Familiarity with financial systems or account transfer platforms is a strong asset.
  • Strong attention to detail and organizational skills.
  • Excellent problem-solving and multitasking abilities.
  • Outstanding communication and interpersonal skills.
About the Role:

The salary range for this position is estimated to be between $60,000 - $80,000 per year, depending on experience.



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