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Bilingual Investment Funds Client Services Rep (Hybrid)
Résumé du poste
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.
Prestations
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.
Responsabilités
- 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.
Connaissances
Formation
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.