Client Service Specialist -Bilingual

Orleans (ON) On-site Only
Opportunity Number: 2066915
Financial Services & InsuranceAdministration & Clerical
LanguageSecurity Clearance
Fluent French and EnglishCriminal Check at time of placement
Start PeriodDate Posted
ASAPWednesday, November 17, 2021
Job Description

We are currently hiring for a Bilingual Client Service Specialist role for our client, an Investment Firm in Ottawa. This is a permanent, full time opportunity that would be working 100% from their office located in Orleans (free parking onsite and bus accessible). The ideal candidate will be fluently Bilingual in French and English, and have previous experience in the Financial Services Industry (with knowledge of Mutual Funds, and either holds a CFP or Mutual Funds license or has an interest in obtaining). The primary focus of this role will be to assist the advisor in managing existing investment portfolios and developing new business by providing excellent client services; which includes, but is not limited to, transaction processing and tracking, record keeping, responding to and resolving client issues, and preparing client files and statements for advisor/client meetings.

Roles and Responsibilities

  • Process and track transactions
  • Maintain client information and files
  • Process time-sensitive instructions in an accurate and timely manner
  • Schedule appointments and manage client database
  • Prepare client files and statements for advisor/client meetings
  • Provide a high level of client services, resolve client issues and respond to client inquires in a timely manner
  • Support the financial advisor in the review of client portfolios and development of financial plans for new clientele
  • Follow up with clients and/or investment companies

Qualifications and Experience
  • Minimum education required: College Diploma, Bachelor’s degree or equivalent experience/schooling
  • CFP or Mutual Funds license, or working knowledge of mutual funds is required
  • Previous experience in the Financial Services industry required
  • Written and spoken fluency in English and French required
  • Must have strong organizational skills and excellent written/verbal communication skills
  • Ability to take initiative and work independently, as well as work successfully as a member of a dynamic team in a professional environment
  • Must be adaptable to adjust to numerous changing work priorities
  • Must be detail oriented with exceptional follow up skills

Education and Certifications

Minimum education required: University Degree or College Diploma

Apply today for immediate consideration!

We’re an equal opportunities employer committed to increasing diversity and inclusion in today’s workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Minorities, women, LGBTQ candidates, and individuals with disabilities are encouraged to apply. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.
Merci de l’intérêt que vous manifestez pour ce poste. La description du poste nous a été fournie en anglais par notre client. Si vous souhaitez passer l’entrevue avec nous en français ou fournir votre CV en français, nous vous confierons à une personne de notre équipe qui parle français.

Opportunity Number: 2066915

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