The Financial Service Representative – French Speaker serves as the front-line of the company, delivering professional, accurate, and courteous service to stakeholders. This role is essential in ensuring timely resolution of inquiries and maintaining a positive client experience, with a strong focus on supporting both French- and English-speaking clients.
Key Responsibilities
. Provide accurate and timely assistance for inquiries related to: Policies and procedures Account-related issues
. Ensure a positive client experience by delivering high-quality service to new and existing clients.
. Investigate and research account-related issues; determine appropriate actions to resolve them.
. Ensure follow-ups are completed within agreed timelines and service level agreements.
. Liaise with internal and external business units to process and complete requests effectively.
. Assist with special projects and tasks as assigned by management.
Educational Background
. Post-secondary education required.
. Completion of, or enrollment in, IFIC Funds Course or CSC considered an asset.
Career Experience
. Previous experience in the Mutual Fund industry and/or customer service role considered an asset.
Skills
. Fluent in French and English (verbal and written).
. Exceptional verbal and written communication skills.
. Strong organizational and interpersonal skills.
. Analytical and problem-solving abilities.
. Ability to work independently and proactively in solving problems.
. Strong business acumen with solid analytical and conceptual thinking.
. Ability to thrive in a fast-paced environment.
Other Expectations
. Team player with flexibility to adapt quickly to changes.
. Can work under pressure and meet tight deadlines.
. Amenable to overtime as required.
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.
Come join our team—one of the largest IT and business consulting services firms in the world.