Financial Service Representative (Bilingual)

Position Description:

Acting as the front-line of the company these individuals project an excellent image of the company through providing timely professional accurate and courteous service when interacting with stakeholders via inbound phone calls.

Your future duties and responsibilities:

RESPONSIBILITIES:
Provide accurate courteous and timely service to incoming telephone e-mail and chat customer inquiries from various stakeholders regarding products policies and procedures and/or account related inquiries
Ensure a positive client experience is delivered by providing high quality customer service to new and existing clients
Investigate and research account-related issues and determine the appropriate actions that need to be taken to achieve resolution to such issues
Ensure that follow-ups are resolved within a timely manner and all service level agreements are met
Liaise with internal and external business units to effectively process and/or complete the request
Assist with special projects/tasks as assigned by management

Required qualifications to be successful in this role:

QUALIFICATION REQUIREMENTS:
Knowledge Skills and Abilities
Fluent in English (verbal and written)
Fluency in French is considered an asset
Exceptional verbal and written communication skills
Excellent organizational and interpersonal skills
Strong analytical and problem solving abilities
Self-motivated proactive independent in solving problems
Strong business acumen with solid analytical skills and conceptual thinking
Ability to thrive in a fast-paced environment

EXPERIENCE:
Previous experience in the Mutual Fund industry and/or customer service role is considered an asset

EDUCATION/TRAINING:
Post-secondary education
Completion of or enrollment in the IFIC Funds course or the CSC considered an asset

WORKING CONDITIONS:
Routine office environment
Overtime as required


**CGI is providing a reasonable estimate of the pay range for this role. The determination of this range includes factors such as skill set level geographic market experience and training and licenses and certifications. Compensation decisions depend on the facts and circumstances of each case. A reasonable estimate of the current range is $19/hr$39/hr. This role is an existing vacancy.**

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Skills:

• Analytical Thinking
• Business Analysis
• Business Process Analysis
• Client management
• Communication
• Detail-oriented
• English
• Financial Services
• French
• MS Office365
• Organizational development
• Problem Solving

What you can expect from us:

Together as owners lets turn meaningful insights into action.

Life at CGI is rooted in ownership teamwork respect and belonging. Here youll reach your full potential because

You are invited to be an owner from day 1 as we work together to bring our Dream to life. Thats why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our companys strategy and direction.

Your work creates value. Youll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas embrace new opportunities and benefit from expansive industry and technology expertise.

Youll shape your career by joining a company built to grow and last. Youll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.

At CGI we value the strength that diversity brings and are committed to fostering a workplace where everyone belongs. We collaborate with our clients to build more inclusive communities and empower all CGI partners to thrive. As an equal-opportunity employer being able to perform your best during the recruitment process is important to us. If you require an accommodation please inform your recruiter.

To learn more about accessibility at CGI contact us via email. Please note that this email is strictly for accessibility requests and cannot be used for application status inquiries.

Come join our teamone of the largest IT and business consulting services firms in the world.