单语/双语客户支持与服务代表 - 合同制 - 100%
Client Service and Support Representative Unilingual/Bilingual - Contract- 100%
职位描述
你将作为富达(Fidelity)灵活远程工作安排的一部分,享受100%远程办公的弹性工作时间。
所有职位均要求具备加拿大当前的工作许可。
在富达,我们已经为加拿大投资者打造更美好的财务未来超过35年。我们为个人和机构客户提供一系列值得信赖的投资组合和服务——并且我们一直在寻找新的更好方式来帮助我们的客户。作为一家私营公司,我们大胆地在各个领域拥抱创新,继续将业务发展到未来。
与我们合作意味着你将成为一个多元化且敬业的团队的一员,他们每天都在为客户和社区带来真正的改变。你将在一个包容的环境中获得广泛的职业成长和发展机会,你会感到被重视和支持,从而在个人和职业上发挥最佳状态。
客户服务与支持代表
请注意以下内容:
- 我们正在招聘Processing(处理)和Client Relations(客户关系)团队的多个职位。
- 该职位合同将于2027年4月30日结束。
- 所有职位都需要轮班工作——Processing团队的工作时间为周一至周五,东部时间早上8点至晚上8点;Advisor Service Centre(顾问服务中心)的工作时间为周一至周五,东部时间早上8点至晚上8点。
业务概览
我们始终以信任和诚信为核心价值,致力于为加拿大投资者打造更美好的未来,并帮助他们保持领先。富达投资加拿大是共同基金和ETF管理领域的领导者。我们通过第三方经纪商和财务顾问网络,为投资者提供完整的产品和服务。我们的主要目标是支持投资专业人士,帮助他们为客户的退休及其他重要人生目标做好准备,这些目标需要专注的财务管理。
你将产生的影响
职位概述
处理团队
- 负责客户各类共同基金零售账户的账户管理和交易执行,包括金融和非金融交易。
- 与内部和外部客户联系,确保及时解决不符合规范的交易。
顾问服务中心团队
- 在我们的呼叫中心为投资顾问、其支持团队和投资者提供卓越的客户服务体验。
- 直接与顾问和投资者合作,为他们提供所需的支持,帮助他们进行短期教育和规划。
查看英文原文
Job Description
You will be working on a flexible 100% remote schedule as part of Fidelity’s dynamic working arrangement.
Current work authorization for Canada is required for all openings.
At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.
Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.
Client Service and Support Representative
Please note the following:
- We are currently hiring for multiple positions in our Processing and Client Relations teams.
- This is a contract ending on April 30, 2027.
- All roles require working rotating shifts - Monday through Friday between 8 am and 8pm EST for our Processing team or between 8 am and 8 pm EST for our Advisor Service Centre.
Business overview
Driven by our values of Trust and Integrity in everything we do, our mission is to build a better future for Canadian investors and help them stay ahead. Fidelity Investments Canada is a leader in mutual funds and ETF management. We offer a complete line of products and services to investors through a network of third-party brokers and financial advisors. Our primary goal is to support investment professionals as they endeavor to prepare their clients’ retirement and other significant life goals which demand focused financial management.
How You’ll Make an Impact
Position Overview
Processing Team
- Account administration and trade execution of all financial and non-financial transactions on our client’s various mutual fund retail account types.
- Contact internal and external clients to ensure timely resolution of not in good order transactions.
Advisor Service Centre Team
- Provide exceptional customer service experience to investment advisors, their support teams and investors in our inbound contact centre.
- Work directly with advisors and investors to provide them with the support they need to educate and plan their short-term and long-term investment strategies.
What We Are Looking For
- College Diploma required (Recent graduates are encouraged to apply) or equivalent experience.
- Strong communication skills in English (verbal and written) are required.
- Strong Communication skills in French (verbal and written) would be considered as an asset. However, please note that Bilingualism (French & English) is required for applicants within the province of Quebec.
- Passion for delivering exceptional client experience.
- Strong desire to learn and grow.
- Thrive in a workplace culture that promotes collaboration, diversity and belonging.
- Flexible and adaptable.
- Analytical and critical thinking skills to solve client problems.
- Embrace new technologies.
- Detail oriented.
Who you are
- Passion for delivering an exceptional client experience
- Strong desire to learn and grow
- Thrive in a workplace culture that promotes collaboration, diversity and belonging
- Flexible and adaptable
- Analytical and critical thinking skills to solve client problems
- Embrace new technologies
- Strong written and verbal communication skills
- Detail oriented
Competitive Pay for Specialized Talent
This contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The hourly rate ranges from $26.40 to $33.80, based on experience and qualifications.
We offer market-aligned rates that recognize the specialized skills and agility required for this role.
We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.
This posting is for an existing vacancy within our organization.
We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.
Fidelity Canada is an equal opportunity employer
Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.
Accommodation during the application process
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at .
No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.
Why Work at Fidelity?
We are proud to be recipients of the following:
Awards
• Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People
• Great Place To Work® Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams
• LinkedIn Top Companies in Canada
• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer
Designations
• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team
Originally posted on Himalayas