Bilingual Financial Service Representative

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Position Description

This hybrid role requires you to be at our downtown Toronto office at a minimum 2 days per week – subject to change at any time.

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.
• 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 complet...