Bilingual Financial Service Representative

Position Description:

This role is hybrid and requires you to be at our downtown Toronto and/or Client office at a minimum 2 days per week - subject to change at any time. 

 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:

 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

#LI-AV1

Skills:

• Analytical Thinking
• Business Analysis
• Business Process Analysis
• Client Management
• Detail-oriented
• English
• French
• Financial Services

What you can expect from us:

Together, as owners, let’s turn meaningful insights into action.

Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll 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. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.

Your work creates value. You’ll 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.

You’ll shape your career by joining a company built to grow and last. You’ll 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 team—one of the largest IT and business consulting services firms in the world.