Bilingual Client Service Advisor

Insight Global; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Toronto is seeking a dedicated Bilingual Client Service Provider. This role involves managing client accounts, handling high volumes of calls and email requests, and acting as a sales representative for products and services. Candidates should have at least 3 years of customer service or banking experience, with a strong focus on client needs. Join us to contribute to a diverse and inclusive workplace.

Qualifications

• 3+ years of customer service/banking experience required.
• Experience in commercial banking, treasury, and payments or capital markets preferred.

Responsibilities

• Handle high volumes of calls and email requests from capital markets clients.
• Manage tasks related to client accounts including fraud inquiries and transaction requests.
• Act as a sales representative for banking products and services.

Skills

Banking Experience

Customer service skills

MS Office

Organizational skills

Ability to handle high volumes

Tools

MS Office

Excel

1 Drive

Job description

Overview

We are seeking a dedicated and experienced Bilingual Client Service Provider to join one of our largest banking clients team. (VAN or TOR) The ideal candidate will handle high volumes of calls and email requests from capital markets clients, including those with sensitive and complex needs. This role involves managing all tasks related to client accounts, ranging from fraud inquiries to transaction requests, account movements, and more. The successful candidate will have a strong customer service focus and act as a sales representative for our products and services.

Responsibilities

• We are seeking a dedicated and experienced Bilingual Client Service Provider to join one of our largest banking clients team. (VAN or TOR) The ideal candidate will handle high volumes of calls and email requests from capital markets clients, including those with sensitive and complex needs. This role involves managing all tasks related to client accounts, ranging from fraud inquiries to transaction requests, account movements, and more. The successful candidate will have a strong customer service focus and act as a sales representative for our products and services.

Qualifications

• Banking Experience
• 3+ years of customer service/banking experience
• MS Office, Excel, 1 Drive, etc
• Organization, resourcful, can handle high volumes CommercialBanking, Treasury and payments or Captial markets background

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [e-mail] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.