Spécialiste bilingue du Service Prestige / Client Experience Specialist Bilingual
Core
Bilingual client experience specialist supporting premium clients and bilingue consultants in the Canadian mutual fund industry.
Role type
Senior IC client experience specialist (bilingual)
Builds
Exceptional operational service for Fidelity's premier clients
Domain
Financial services / Mutual funds
Deliverable
client delivery
Required skills
Bilingualism (French/English), client relationship management, operational coordination, policy and procedure knowledge, conflict escalation, sales team collaboration, system adaptation
Preferred skills
End-to-end client relationship management, telephone inquiry handling, operations/adjustments processing, IFIC/CCVM designation
Technologies
Salesforce, Microsoft Office, AXIS, NEXUS, XTRACK, ConX, ACE, AI, CHAT
Responsibilities
Serve as secondary resource for bilingue consultants, handle escalated client cases, coordinate operational activities, respond to high-volume calls/emails, collaborate with sales teams for retention, act as internal liaison and client advocate, promote new systems and services.
Seniority
Mid-level, hands-on IC
