Bilingual Customer Service Agent

IFDS; Toronto; On-site; CAD 40,000 - 55,000; Part time

Job summary

A leading financial services provider in Toronto is looking for a Bilingual Customer Service Agent. This role involves delivering effective client service by managing inquiries and promoting the company’s services. Candidates must be fully bilingual in English and French and have at least one year of experience in a frontline financial services role. Strong interpersonal skills and the ability to handle multiple priorities are essential. Flexible hours may be required based on client needs.

Qualifications

• 1 year of experience in financial services frontline.
• Experience in a service-oriented environment with strong client focus.
• Ability to manage multiple changing priorities.

Responsibilities

• Act as liaison between IFDS and the advisor/dealer community.
• Respond to client inquiries and issues.
• Manage inbound/outbound calls and emails.

Skills

Bilingual in English and French

Customer service experience

Strong interpersonal skills

Organizational abilities

Problem-solving mindset

Education

Post-secondary education in a related discipline

Tools

iFAST Desktop system

Job description

Bilingual Customer Service Agent

Employment Type : Non-Permanent

Address

30 Adelaide Str, East

Toronto, Ontario, M5C 3G9

Canada

Who we are

With its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations worldwide, offering solutions to asset managers, wealth managers, banks, and insurance companies. Our team spans Canada, Europe, and Asia-Pacific, supporting more than 17 million accounts with an AUA of approximately CAD $4 trillion. IFDS Canada, Ireland, and Luxembourg are joint ventures between Boston-based State Street Corporation and Connecticut-based SS&C Technologies.

Imagine yourself at IFDS

Join a community committed to creating innovative financial solutions, fostering collaboration, diversity, and continuous learning. We provide opportunities for career development through training and global projects, helping you reach your full potential.

Role Overview

The primary focus of this role is to deliver effective client service. You will develop positive client relationships by understanding and responding to inquiries professionally and accurately. As the main point of contact, you will provide exemplary service, recognize opportunities to promote IFDS’ services, and work closely with our business partners to meet client needs.

Role Responsibilities

Manage daily customer service delivery by:

• Acting as the liaison between IFDS and the advisor/dealer community representing our Fund Company clients
• Responding to client issues and inquiries
• Managing multiple inbound/outbound calls and emails
• Providing account and fund information, resolving issues, and reviewing reports and projects
• Understanding IFDS’ services, products, policies, and procedures related to transactions
• Liaising with internal teams to fulfill client service requirements

Minimum Qualifications

• Fully bilingual in English and French, with strong verbal and written skills
• At least 1 year of experience in financial services frontline
• Post-secondary education in a related discipline
• Experience in a service-oriented environment with a strong client focus
• Excellent interpersonal skills
• Strong organizational and prioritization abilities, capable of managing multiple changing priorities
• Ability to handle stressful situations and resolve client issues effectively
• Team player with collaborative mindset
• Understanding of the impact of escalated incidents and service requests
• Positive attitude, energetic, problem-solving, and proactive with a sense of urgency
• Willingness to work flexible hours driven by client needs and high volume
• Relationship builder, capable of maintaining stakeholder relationships
• Quick learner, proactive in acquiring new skills, and applying new information effectively
• Knowledge of iFAST Desktop system, iFAST Base & Surround Products is an asset
• Knowledge of Mutual Fund Record Keeping is beneficial