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Bilingual Customer Service Specialist Supporting Financial Advisors
CI Financial
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dorval, Canada
Location
dorval
Posted
June 06, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Become a pivotal Bilingual Customer Service Specialist, enhancing communication with financial advisors. Provide outstanding support to clients while enjoying a collaborative atmosphere.
In this vital position, you will bridge the gap between clients and advisors, ensuring exceptional service delivery. Your 2-3 years of experience in customer service will be crucial for handling inquiries, facilitating financial transactions, and driving operational efficiency. Your proactive and professional demeanor is essential in fostering trust and collaboration.
Key Responsibilities:
β’ Support advisors with day-to-day operations
β’ Resolve customer inquiries thoroughly
β’ Process financial documents accurately and timely
β’ Report client issues and follow up diligently
β’ Create strategic solutions for operational challenges
Requirements:
β’ 2β3 years relevant customer service experience
β’ Bilingualism in French and Engli...
In this vital position, you will bridge the gap between clients and advisors, ensuring exceptional service delivery. Your 2-3 years of experience in customer service will be crucial for handling inquiries, facilitating financial transactions, and driving operational efficiency. Your proactive and professional demeanor is essential in fostering trust and collaboration.
Key Responsibilities:
β’ Support advisors with day-to-day operations
β’ Resolve customer inquiries thoroughly
β’ Process financial documents accurately and timely
β’ Report client issues and follow up diligently
β’ Create strategic solutions for operational challenges
Requirements:
β’ 2β3 years relevant customer service experience
β’ Bilingualism in French and Engli...