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A leading financial solutions company seeks a Bilingual Customer Account Representative in Toronto. This role involves ensuring client satisfaction and delivering Securities Industry Services, requiring excellent communication skills in French and English, alongside strong analytical abilities. Suitable candidates will thrive in a dynamic environment and possess a passion for customer success.
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At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.
We are currently seeking Client Account Representatives for our Montreal and Toronto teams. The Client Account Representative is the focal point for delivery of Securities Industry Services (SIS) services to our clients and acts as the second level support for problem incidents, changes and service requests. We are looking for a few dynamic individuals, with a passion for helping others, that thrives in a fast-paced environment and enjoys being on the front line with customers.
Key Responsibilities:
Responsible for working with internal teams and clients to ensure customer satisfaction
Conduct regular meetings with clients to review KPIs and Service Levels
Focal point for delivery of SIS services and SIS daily/monthly/year-end processing
Second level problem resolution at the application level and technical/operations level
Focal point to provide your client with updates for major incidents
Client Relationship Management - managing Client expectations and satisfaction
Client focal point for problem management, change management and client requests for services
Build and maintain strong client relationships
Find creative ways to improve processes/communication
Promotes the organization's capabilities to clients, identifies sales opportunities to be forwarded to the account managers
Availability after-hours/weekends for major incidents and project implementations
Management and reporting of SIS contracted Service Level Agreements
Work efficiently in a multi-tasking environment where high attention to detail is required
Must have:
Excellent verbal and written communication skills in both French and English
Strong analytical and problem-solving skills
Excellent customer service skills
Technologically savvy, smart, sharp, willing to learn and grow
Self-motivated, attentive listener, passionate about customer success
Microsoft Office Skills - Word, Excel, PowerPoint
Preference will be given to individuals with:
Bachelor or College degrees
Financial services industry or Securities Industry knowledge/experience
Completed or willingness to complete Canadian Securities Industry Course
Previous customer support experience
Recruitment Process
Throughout your application process, you may be asked to connect with us virtually or in-person. Our recruiters will explain how hybrid interviews will be held throughout the recruitment process, and they will be able to answer any questions you might have.
Background Check Process
Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:
Workplace Flexibility
We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.
At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.
Accessibility & Accommodation
Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship. If you require any accommodations during the recruitment process, please notify our recruitment team.
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We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.
Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference . Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications . A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries.
Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive , and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.
We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.