Bilingual Client Service Representative

5 days ago

Toronto, Ontario, Canada AGF Investments Full time

About the Role:

AGF Investments is seeking an experienced Senior Client Service Representative who is passionate about investments and dedicated to delivering exceptional customer service to Financial Advisors and Investors. This is an exciting opportunity to take your career to the next level and be a champion of delivering first-class customer service.

By connecting, caring, and providing an exceptional end-to-end client experience, the AGF Client Services team plays a vital role in ensuring our investors succeed. Our team is looking for experienced and dynamic individuals who can help us achieve our mandate. You can expect a supportive and collaborative environment where we develop and promote talent and always strive to succeed.

Your Responsibilities:

  • Be the primary contact for advisors/investors to provide insight/solutions for account, transactional, procedural and product queries, primarily over the phone, in accordance with established Service Level Standards
  • Resolve customer requests that you are accountable for and interface with other parts of the organization, as needed
  • Maintain a high level of professionalism with clients and work to establish a positive rapport with every caller
  • Be able to work rotating shifts, between 8 AM and 8 PM, Monday to Friday
  • Maintain up-to-date knowledge on AGF products, services, policies, and procedures to provide accurate and complete information to advisors/investors
  • Actively participate in building a supportive team environment that fosters positivity and engagement

Your Qualifications:

  • Post-secondary education and preferably completed the Canadian Securities Course and/or applicable IFIC courses
  • A passion for delivering great customer service and desire to be part of a team that succeeds and be willing to do your part to ensure that success
  • 1 to 3 years of experience in a contact centre role, with a financial services company or fund company that distributes via financial advisors or with a fund company service provider
  • Excellent communication skills, listening and written skills combined with a genuine desire to serve the customer
  • Be a self-starter that leverages opportunities to improve your skills and capabilities that you can utilize to build your personal brand
  • You can easily navigate between different computer applications and multi-task, while having a great conversation with customers
  • You can problem solve and work well under pressure

  • Bilingual Client Services Representative

    4 weeks ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    Company Overview: Fidelity Investments Canada is a prominent entity in the field of mutual funds and ETF management, dedicated to fostering a brighter future for investors. At Fidelity, our mission is to assist Canadian investors in reaching their financial aspirations and enhancing their quality of life. As a valued member of our organization, you will have...

  • Bilingual Client Service Representative

    2 weeks ago

    Toronto, Ontario, Canada Manulife Full time

    Job SummaryThis position is responsible for enhancing customer satisfaction and loyalty for a dedicated block of clients within our organization. The Client Account Representative serves as the main point of contact for day-to-day service and is accountable for managing service-related issues efficiently. Responsibilities include devising and implementing...

  • Client Services Representative

    2 weeks ago

    Toronto, Ontario, Canada IA Clarington Inc. Full time

    About IA Clarington Inc. IA Clarington Inc. is a leading investment management firm dedicated to providing exceptional service and innovative investment solutions to our clients. We are committed to building long-term relationships based on trust, transparency, and a deep understanding of our clients' needs. Your Role: Client Services Representative -...

  • Client Service Representative

    2 weeks 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...

  • Bilingual Client Support Representative

    5 days ago

    Toronto, Ontario, Canada Foresters Financial Full time

    Job OverviewAbout the Role:Foresters Financial is seeking a highly skilled and detail-oriented Bilingual Client Support Representative to join our team. As a key member of our support team, you will play a vital role in providing exceptional customer service to our clients.Key Responsibilities:Update our policy management system to ensure accurate and...

  • Bilingual Client Support Representative

    5 days ago

    Toronto, Ontario, Canada Foresters Financial Full time

    Job OverviewAbout the Role:Foresters Financial is seeking a highly skilled and detail-oriented Bilingual Client Support Representative to join our team. As a key member of our support team, you will play a vital role in providing exceptional customer service to our clients.Key Responsibilities:Update our policy management system to ensure accurate and...

  • Bilingual Client Support Representative

    23 hours ago

    Toronto, Ontario, Canada Foresters Financial Full time

    Job SummaryForesters Financial is seeking a highly skilled and detail-oriented Bilingual Client Support Representative to join our team. As a key member of our support team, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesUpdate and maintain accurate records in...

  • Bilingual Client Support Representative

    19 hours ago

    Toronto, Ontario, Canada Foresters Financial Full time

    Job SummaryForesters Financial is seeking a highly skilled and detail-oriented Bilingual Client Support Representative to join our team. As a key member of our support team, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesUpdate and maintain accurate records in...

  • Bilingual Client Support Representative

    4 weeks ago

    Old Toronto, Ontario, Canada Credit Counselling Society Full time

    Position Overview:The Bilingual Client Support Representative serves as the initial contact for individuals seeking assistance with their financial situations. Proficiency in both English and French is essential for this role.About the Organization:The Credit Counselling Society is a recognized non-profit organization dedicated to helping Canadians improve...

  • Bilingual Client Support Representative

    4 weeks ago

    Old Toronto, Ontario, Canada Aviso Wealth Full time

    Bilingual Customer Experience RepresentativeJob Type: Full TimeCategory: RetailLocation: Hybrid work in Toronto, ON, CanadaSalary: USD $52,000–$63,000 a yearPosition Overview:Company: Aviso WealthAviso Wealth is committed to enhancing the financial health of Canadians. We are in search of a remarkable Bilingual Customer Experience Representative to become...

  • Bilingual Customer Service Representative

    3 weeks ago

    Toronto, Ontario, Ontario, Canada Altis Recruitment Full time

    We are seeking a customer-focused and adaptable Bilingual Customer Service Representative to join our client in the financial services industry. The ideal candidate will be fluent in both French and English and will work within the Advisor Service Centre on a rotating shift schedule.This role involves delivering outstanding service to clients and colleagues...

  • Bilingual Customer Service Representative

    2 weeks ago

    Toronto, Ontario, Canada CB Canada Full time

    Job Title: Bilingual French English Customer Service RepresentativeJob Summary:We are seeking a highly skilled Bilingual French English Customer Service Representative to join our team at CB Canada. As a key member of our customer service team, you will be responsible for providing exceptional customer service to our clients across Canada.Key...

  • Bilingual Client Success Director

    5 days ago

    Toronto, Ontario, Canada Syntrio, Inc. Full time

    About the RoleWe are seeking a highly skilled and experienced Bilingual Client Success Director to join our team at Syntrio, Inc. in Toronto. As a key member of our leadership team, you will be responsible for managing a team of Bilingual Client Success representatives, providing training and performance monitoring, and optimizing services provided by...

  • Bilingual Client Success Director

    5 days ago

    Toronto, Ontario, Canada Syntrio, Inc. Full time

    About the RoleWe are seeking a highly skilled and experienced Bilingual Client Success Director to join our team at Syntrio, Inc. in Toronto. As a key member of our leadership team, you will be responsible for managing a team of Bilingual Client Success representatives, providing training and performance monitoring, and optimizing services provided by...

  • Bilingual Customer Service Representative

    2 days ago

    Toronto, Ontario, Canada IFDS Full time

    About IFDSIFDS is a world-leading provider of outsourcing and technology solutions to the financial services industry. Our global headquarters is located in Toronto, Canada, and we have employees and partners located throughout Canada, Europe, and Asia-Pacific.Our MissionWe strive to deliver exceptional client experiences by providing innovative solutions...

  • Bilingual Customer Service Representative

    1 day ago

    Toronto, Ontario, Canada IFDS Full time

    About IFDSIFDS is a world-leading provider of outsourcing and technology solutions to the financial services industry. Our global headquarters is located in Toronto, Canada, and we have employees and partners located throughout Canada, Europe, and Asia-Pacific.Our MissionWe strive to deliver exceptional client experiences by providing innovative solutions...

  • Bilingual Customer Service Representative

    5 days ago

    Toronto, Ontario, Canada AppleOne Full time

    **About the Role**This exciting opportunity at AppleOne features:**Hybrid Work Environment**: Enjoy the flexibility of working from home and in the office.**Competitive Benefits**: Receive a comprehensive benefits package, including health, dental, and vision insurance.**Collaborative Teams**: Work with a dynamic and supportive team of professionals.As a...

  • Bilingual Customer Service Representative

    6 days ago

    Toronto, Ontario, Canada AppleOne Full time

    **About the Role**This exciting opportunity at AppleOne features:**Hybrid Work Environment**: Enjoy the flexibility of working from home and in the office.**Competitive Benefits**: Receive a comprehensive benefits package, including health, dental, and vision insurance.**Collaborative Teams**: Work with a dynamic and supportive team of professionals.As a...

  • Bilingual Insurance Customer Service Representative

    4 weeks ago

    Toronto, Ontario, Canada BMO Full time

    Bilingual Insurance Customer Service RepresentativeBMO Financial Group is looking for a motivated individual to become part of our team as a Bilingual Insurance Customer Service Representative. In this capacity, you will deliver precise and professional assistance to clients via multiple communication methods. You will also assist with administrative duties...

  • Bilingual Financial Services Representative

    4 weeks ago

    Old Toronto, Ontario, Canada Aviso Wealth Full time

    Job Overview:Bilingual Investment Representative at Aviso Wealth. This role is suitable for candidates holding a Bachelor's Degree.Role Responsibilities:Aviso Wealth: We are committed to enhancing the financial health of Canadians. As a prominent player in wealth management, we prioritize leadership, innovation, collaboration, accountability, and community...