Spécialiste bilingue, Centre des investisseurs / Investor Center Specialist Bilingual
Core
Bilingual customer service specialist supporting Fidelity's investor center by handling inquiries, resolving issues, and providing product information via phone, chat, email, and other channels.
Role type
Customer service specialist (financial services)
Builds
Customer support interactions and service resolution for Fidelity's investment products
Domain
Financial services / Investment management
Deliverable
client delivery
Required skills
Bilingual communication (French/English), customer service, problem-solving, multitasking, regulatory compliance knowledge, Microsoft 365 proficiency
Preferred skills
IFIC or CCVM certification, knowledge of mutual funds and market regulations
Technologies
Microsoft 365, MessageServ, online portals
Responsibilities
Respond to general inquiries about accounts, products, and services; coordinate service delivery and request processing; support first-line staff with real-time guidance; maintain high-quality interactions and resolve issues efficiently; ensure regulatory compliance and data accuracy.
Seniority
Entry-level to Mid-level, hands-on IC