Bilingual Client Relations Representative

Salary Range: $43k
Employment Type: Permanent Full-time
Job Industry : Banking and Investment Management
Job Category: Customer Service | Banking and Asset Management
Posted on: August 07, 2018


Our client, a North York financial services company specializing in mutual funds requires a Bilingual Client Relations Representative to join their team.  This role involves extensive involvement in day-to-day operations, as well as the ability to develop positive working relationships with other departments will also be a key component of this position.

Key Responsibilities / Duties:

  • Responsible for representing the company in a professional manner across all media types 
  • Educating our clients on all company products and services and industry trends
  • Responsible for developing and offering business building ideas to enable our client base to become more efficient in the way they do business
  • Responsible for handling all incoming calls and providing excellent client service
  • Responsible for keeping up-to-date on current events
  • Work closely with other departments and representatives to build, reinforce and maintain existing business and relationships
  • Responsible for all administrative client service issues.  Ensure all information requested by the investors / sales representative is forwarded on a timely basis
  • Highly diligent in understanding customer requirements
  • Responsible for tracking, reporting and developing solutions to achieve optimal results
  • Demonstrating strong multi-tasking skills while still being accessible to our client base by performing the day-to-day operations
  • Other duties as assigned

Work Experience / Knowledge:

  • Bilingualism (French/English), required
  • 6 months to 2 years financial services experience, an asset
  • Working knowledge of MS Word, Outlook and web-based technologies
  • Post-secondary education, strongly preferred
  • CSC or other industry related-courses, an asset

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.


To apply now contact: s.boyle@tdspersonnel.com

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