Bilingual Client Services Representative
Role Overview
Respond to telephone inquiries from dealers, advisors, and shareholders about assigned clients, investment products, and fund account activity.
Develop and sustain client relationships by anticipating needs and providing service excellence.
Key Skills for This Role
Full Job Posting
Position overview
Respond to telephone inquiries from dealers, advisors, and shareholders about assigned clients, investment products, and fund account activity.
Develop and sustain client relationships by anticipating needs and providing service excellence.
Responsibilities
- Resolve call centre inquiries and maintain knowledge of client products, services, and industry processes.
- Provide verbal and written inquiry responses, research complex issues, and document resolutions or follow-up actions.
- Track call centre performance and collaborate on process issues and service-level improvements.
- Prepare and distribute periodic and ad hoc advisor reports on maturities, commissions, transactions, fund prices, and statements.
- Address Data Edge inquiries about fund and dealer setups, escalating when appropriate.
- Recommend improvements to service, account administration, and dealer service activity.
Qualifications
- Post-secondary education.
- 4–5 years of client services experience within the mutual fund industry.
- Knowledge of mutual fund industry standards and regulations.
- IFIC Mutual Funds or CSC course is an asset.
- Strong communication and interpersonal skills.
- Must be bilingual in French.
- Available to work shifts between 8 a.m. and 8 p.m.
Compensation
- The stated salary band is $52,000–$78,000; the estimated pay range at posting is $57,000–$65,000.
- Individual pay depends on job-related skills, market conditions, relevant experience, education, training, and internal equity.
Company
CIBC Mellon provides asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting.
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