Bilingual Customer Service Specialist - Investments

Join a leading financial services contact centre in Toronto as a Bilingual Customer Service Specialist focusing on investments. Ideal for those with client service experience and investment knowledge.

We are hiring a Bilingual Customer Service Representative who is fluent in English and French, Mandarin, or Cantonese. This role requires expertise in investment services and familiarity with either the Canadian Securities Course (CSC) or the Canadian Investment Regulatory Exam (CIRE). The chosen candidate will act as a primary contact for clients, addressing inquiries related to investment accounts and trading functions.

Key Responsibilities:

• Respond to inquiries via phone and email in a bilingual capacity

• Support clients with trading and account-related questions

• Provide professional and timely service while ensuring satisfaction

• Utilize problem-solving skills to resolve client issues

• Identify and escalate compliance or account-related concerns

Requirements:

• Fluency in English and one other language (French, Mandarin, or Cantonese)

• Completion of CSC or CIRE is mandatory

• Experience in investments, banking, or financial services

• Strong communication and interpersonal skills

• Detail-oriented with time management abilities

Leverage your bilingual capabilities and investment knowledge to excel in a rewarding customer service role.
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