Bilingual Investment Funds Client Services Rep (Hybrid)

Sun Life Financial; Montreal; Hybrid; CAD 51,000 - 81,000; Full time

Job summary

A leading financial services firm in Montreal seeks a Customer Service representative to provide support for financial products. This hybrid position requires fluency in both French and English to assist clients across Canada. Candidates should have experience in customer service, particularly within finance, and strong communication skills. The company offers ongoing training, a competitive compensation package, and flexible benefits. This role involves documentation of inquiries, processing requests, and ensuring high-quality service delivery.

Benefits

Comprehensive paid training

Competitive compensation with bonuses

Flexible benefits from day one

Qualifications

• Completion of or willingness to complete required courses within 6 months.
• At least 1 year of experience in customer service within the financial industry.
• Ability to work flexible shifts between 8am to 8pm Monday to Friday.

Responsibilities

• Provide timely information on financial products to clients.
• Process client/agent telephone-initiated requests accurately.
• Document all actions taken for telephone inquiries.
• Assist with departmental projects as needed.

Skills

Bilingualism (French, English)

Customer service experience

Knowledge of Mutual Funds

Strong communication skills

Proficient math skills

Problem-solving skills

Education

Canadian Investment Fund Course (IFIC)

Canadian Securities Course (CSC)

Canadian Investment Funds Operations Course (CIFOC)

Job description

A leading financial services firm in Montreal seeks a Customer Service representative to provide support for financial products. This hybrid position requires fluency in both French and English to assist clients across Canada. Candidates should have experience in customer service, particularly within finance, and strong communication skills. The company offers ongoing training, a competitive compensation package, and flexible benefits. This role involves documentation of inquiries, processing requests, and ensuring high-quality service delivery.