Bilingual Client Services Representative
Core
Support self-directed investors by resolving account inquiries, managing trading platform access, and handling account documentation via phone, email, and other channels.
Role type
Client Services Representative (Financial Services)
Builds
Client trust and accurate account management for self-directed investors
Domain
Financial Services / Investment Services
Deliverable
client delivery
Required skills
Fluency in English and French, Financial services experience, Account management, Customer service, Problem-solving, Regulatory compliance knowledge
Preferred skills
Brokerage/trading environment experience, Trading platform knowledge, CSC/CPH/TTC certifications
Technologies
Windows, Microsoft 365 (Outlook, Word, Excel)
Responsibilities
Respond to client inquiries in English and French, Investigate and resolve trading account questions, Support account-opening and maintenance activities, Document client interactions accurately, Escalate complex or complaint-related matters, Protect client information per privacy and security requirements
Seniority
Entry-level to Junior
