Bilingual Customer Service Representative - Mutual funds Operations
Core
Resolve advisor inquiries and manage transactions for mutual funds, segregated funds, ETFs, and liquid alternatives for English and French-speaking clients across Canada.
Role type
Bilingual Customer Service Representative (Mutual Funds Operations)
Builds
Client accounts, transaction records, and financial reports for fund companies and advisors.
Domain
Financial Services / Mutual Funds Operations
Required skills
Bilingualism (English/French), problem-solving, prioritization, attention to detail, mathematical aptitude, communication, time management, accuracy
Preferred skills
Call center experience, knowledge of Canadian securities (IFIC, CSC, ETF), familiarity with fund administration systems (Univeris, FundServ, ATON/TMX)
Responsibilities
Resolve advisor inquiries with a client-centered approach, prioritize work to meet 4pm market deadlines for deposits and withdrawals, navigate complex and time-sensitive cases, communicate via email and phone with Advisors and fund companies, review documentation at account opening, action transfers of client accounts, support quality checks and reconciliation, work on sensitive cases (Estate/Death claims, Unlocking of funds, Marriage breakdowns), maintain accuracy of tax coding, process corrections and Letters of Indemnity, collaborate with internal teams to resolve cases and identify process improvements
Seniority
Individual Contributor, entry to mid-level
