Bilingual Client Service Representative

Scotiabank; Ottawa; On-site; CAD 40,000 - 50,000; Full time

Job summary

A leading bank in the Americas is looking for a talented Client Service Representative in Ottawa. This role involves providing timely client support through various channels while ensuring exceptional client experiences. Candidates must be bilingual and have front-line experience in a contact center, ideally within financial services. Excellent attention to detail and the ability to embrace change are essential for success.

Qualifications

• Ability to deliver superior client experience with a sense of urgency.
• Attention to detail for efficiency and accuracy.
• Flexibility to work independently and in a team.

Responsibilities

• Respond to client inquiries via phone, email, and chat.
• Facilitate online registration and account issues.
• Troubleshoot web issues requiring advanced support.

Skills

Bilingual (French / English)

Front-line experience in contact center

Sales experience in financial services

Education

Completion of Canadian Securities Course (CSC)

Job description

Requisition ID : 242359

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

MD Financial Management Inc, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Representative to join our team.

As a Client Service Representative, you will be responsible for responding to and providing timely and efficient resolutions to client telephone, email, and online chat inquiries, in both official languages. Your role will also involve facilitating online registration, password resets and account deactivation, ensuring strict adherence to both MD security protocols and client confidentiality.

In this role you will:

• Be accountable for delivering a superior client experience through building trusted relationships and collaborating with peers across the organization
• You will lead the identification and troubleshooting of web issues that require advanced technical support
• You will contribute to the overall success of the Client Services team through the achievement of departmental goals, policy, and procedure compliance, and by meeting or exceeding service level agreements

The Must Haves:

• Bilingual (French / English) is required
• Front-line experience within a contact center environment, preferably in the financial services industry
• Completion of the Canadian Securities Course (CSC) is considered an asset
• Sales experience within the financial services industry

Do you have the skills that will enable you to succeed in this role?

• A commitment to an exceptional client experience – using your ability to understand the client’s perspective quickly and clearly by providing timely and tailored solutions.
• A sense of urgency – what is important to the client is equally important to you. You make getting things done a priority.
• Unparalleled attention to detail – an understanding of the importance of efficiency and accuracy to overall client satisfaction.
• The flexibility to work independently and as part of a broader team.
• An ability to embrace change- thriving in a diverse environment of ever-changing priorities.
• A dedication to ongoing learning – not only related specifically to your role, but also other concerns that may impact your client.

Location(s): Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.