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Bilingual Customer Service Specialist Supporting Financial Advisors

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CI Financial
πŸ“ dorval, Canada
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Location dorval
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Posted June 06, 2026
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Commute Local Area
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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€’ 2–3 years relevant customer service experience
β€’ Bilingualism in French and Engli...

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πŸ“ Location Details

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City
dorval
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Country
Canada
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Commute
Local Area

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