Client Service and Support Representative Unilingual/Bilingual - Contract- 100% REMOTE
Core
Provide account administration, trade execution, and client support for mutual fund and ETF accounts via inbound contact center.
Role type
Client Service and Support Representative
Builds
Client trust and investment portfolio management
Domain
Financial Services / Mutual Funds & ETFs
Deliverable
client delivery
Required skills
Account administration, trade execution, client communication, problem-solving, attention to detail, adaptability
Preferred skills
Bilingualism (French & English), analytical thinking, technology adoption
Technologies
Contact center systems, financial transaction platforms
Responsibilities
Execute financial and non-financial transactions, resolve not-in-good-order transactions, support investment advisors and investors with strategy planning
Seniority
Entry-level to Mid-level, contract role
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