Client Service and Support Representative Unilingual/Bilingual - Contract- 100%
Job Description
You will be working on a flexible 100% remote schedule as part of Fidelity’s dynamic working arrangement.
Current work authorization for Canada is required for all openings.
At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.
Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.
Client Service and Support Representative
Please note the following:
- We are currently hiring for multiple positions in our Processing and Client Relations teams.
- This is a contract ending on April 30, 2027.
- All roles require working rotating shifts - Monday through Friday between 8 am and 8pm EST for our Processing team or between 8 am and 8 pm EST for our Advisor Service Centre.
Business overview
Driven by our values of Trust and Integrity in everything we do, our mission is to build a better future for Canadian investors and help them stay ahead. Fidelity Investments Canada is a leader in mutual funds and ETF management. We offer a complete line of products and services to investors through a network of third-party brokers and financial advisors. Our primary goal is to support investment professionals as they endeavor to prepare their clients’ retirement and other significant life goals which demand focused financial management.
How You’ll Make an Impact
Position Overview
Processing Team
- Account administration and trade execution of all financial and non-financial transactions on our client’s various mutual fund retail account types.
- Contact internal and external clients to ensure timely resolution of not in good order transactions.
Advisor Service Centre Team
- Provide exceptional customer service experience to investment advisors, their support teams and investors in our inbound contact centre.
- Work directly with advisors and investors to provide them with the support they need to educate and plan their short-term and long-term investment strategies.
What We Are Looking For
- College Diploma required (Recent graduates are encouraged to apply) or equivalent experience.
- Strong communication skills in English (verbal and written) are required.
- Strong Communication skills in French (verbal and written) would be considered as an asset. However, please note that Bilingualism (French & English) is required for applicants within the province of Quebec.
- Passion for delivering exceptional client experience.
- Strong desire to learn and grow.
- Thrive in a workplace culture that promotes collaboration, diversity and belonging.
- Flexible and adaptable.
- Analytical and critical thinking skills to solve client problems.
- Embrace new technologies.
- Detail oriented.
Who you are
- Passion for delivering an exceptional client experience
- Strong desire to learn and grow
- Thrive in a workplace culture that promotes collaboration, diversity and belonging
- Flexible and adaptable
- Analytical and critical thinking skills to solve client problems
- Embrace new technologies
- Strong written and verbal communication skills
- Detail oriented
Competitive Pay for Specialized Talent
This contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The hourly rate ranges from $26.40 to $33.80 , based on experience and qualifications.
We offer market-aligned rates that recognize the specialized skills and agi
This role requires you to be in Canada. If that means relocating or flying in, it is worth checking fares before you commit to a start date.
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