Bilingual Client Services Representative

3 weeks ago

Toronto, Canada CI Financial Full time

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. 

JOB OVERVIEW

We are currently seeking a Bilingual Client Service Representative to join our growing Support team. The successful candidate is required to work both independently and as a member of a team dedicated to providing excellent customer service. This is a non-managerial position.

WHAT YOU WILL DO

Respond, investigate and resolve client inquiries via various communication channels in a prompt, courteous, and professional manner Maintain record of requests for follow up purposes Establish and nurture positive relationship with clients Other office duties, administrative tasks, and ad hoc projects relevant to the position shall be assigned as required


WHAT YOU WILL BRING

Bachelor’s degree in Business, Finance, or related field of study Minimum of 1-year experience in the financial industry with trading or brokerage experience preferred Language fluency in English and French, written and verbal is required Excellent communication skills Proficient in Windows and Microsoft Office Suite - Word, Excel, Outlook Customer service experience is preferred Self-initiated, fast learner with a positive attitude Organized, detail oriented and hardworking character Ability to work in fast-paced and challenging environment Knowledge and experience with trading platforms Understanding of online investing products & services Successful completion of CSC, CPH & TTC (Trader Training Course) courses.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. 

WHAT WE OFFER 

Modern HQ location within walking distance from Union Station

Flexible & Hybrid Work Program

Equipment Purchase Program

Training Reimbursement

Paid Professional Designations

Employee Share Purchase Program (ESPP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top–up program

Fitness membership discounts

Volunteer paid Days

Complimentary vending machines


We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

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