Hybrid Bilingual Client Service Role

Altis Recruitment

📍 rimouski, qc, Canada

Full-time Management & Operations

Job Description

Exciting opportunity as a Hybrid Bilingual Client Service Representative in Winnipeg, MB. Leverage your English and French fluency while providing outstanding support in the financial services realm.

In this role, you will work closely with financial advisors to deliver administrative support and client service excellence. This is perfect for a detail-oriented individual who excels in a cooperative environment and is dedicated to meeting client needs.

Key Responsibilities:
• Facilitate account administration and process orders for advisors
• Maintain regular communication with clients and advisors
• Manage multiple requests efficiently across communication channels
• Address escalated client issues with effective recommendations
• Keep accurate records and ensure compliance with guidelines

Requirements:
• Minimum 2 years of client service experience in finance
• Educational background in Business or Financ...
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